George has over 15 years of experience in the investment industry and is a registered Portfolio Manager. He is responsible for generating actionable Canadian and global stock ideas; working with Advisors to help customize client portfolios and participating in the management of the Guided Portfolios.

He was most recently a Research Analyst with a Canadian small/mid cap broker where he was responsible for coverage of Industrials and special situations.

Prior to that, George was a Portfolio Manager with a mid-size Canadian asset manager where he was responsible for coverage of North Americ​an securities in balanced and dividend mandates. George is a CFA Charterholder and a graduate of York University.

Danny joined BMO in 2017. In 2006, Danny began his career at Deloitte, an international public accounting firm, where he gained valuable experience in auditing large private and public corporations. After completing his Masters in Taxation in 2013, he joined Deloitte’s tax practice where he specialized in tax planning and compliance for public and private corporations. In 2015, Danny joined Richter LLP’s tax practice where he further specialized on tax planning and reorganizations for private corporations and business owners.

Danny provides customized wealth advisory services to BMO’s high net worth clients. Danny obtains an understanding of each client’s needs, goals and financial situation in order to develop a comprehensive plan that simplifies the complex subject matters such as: financial, tax, estate, and business succession planning. Furthermore, Danny leverages his extensive experience in private practice in order to provide high quality plans and sensitize clients on risks and opportunities inherent to such plans. 

Karine Gaouette Précourt is a Director within BMO Family Office. The integrated services team serves the wealth professionals throughout BMO Private Wealth by providing solutions to their Ultra High Net Worth individuals, businesses, and family offices to support their financial planning, tax & estate, investment, legacy, philanthropic, and risk & capital needs.

Karine is responsible for coordinating the delivery of an integrated offering for BMO’s Ultra High Net Worth clients and their families.

Prior to this, Karine was a Director in Tax and Wealth Planning for BMO Private Wealth, where she advised clients across both personal and corporate planning. Karine has more than 15 years of experience in law, taxation and wealth planning. Prior to BMO, she held various positions of increasing responsibility in tax and estate planning. Having worked for both legal, accounting, and investment firms, she is experienced in advising on complex tax issues for business owners, wealthy families, and their external advisors.

Karine has published numerous thought leadership and media articles on taxation. She sits on the committees of the APFF, an organization dedicated to the advancement and dissemination of knowledge and the improvement of its members’ taxation skills. Karine is involved with several charitable institutions including the Fondation HEC Montréal. Karine has a Law degree from the University of Montreal, a Masters in Taxation, an MBA, Financial Planning designations, and has completed the Family Enterprise Advisor (FEA) program. She is a member of the Quebec Bar. Her office is in Montreal.

Arthur is Head, Alternatives Research, Canada, within BMO Family Office. The integrated services team serves the wealth professionals throughout BMO Private Wealth by providing solutions to their Ultra High Net Worth individuals, businesses, and family offices to support their financial planning, tax & estate, investment, legacy, philanthropic, and risk & capital needs.

Arthur has over a decade of experience in the investment industry across all asset classes. As BMO’s Head of Alternative research, he is responsible for providing insight, support and research on the alternative asset class. These responsibilities include alternative portfolio construction for UHNW clients, maintenance of the recommended list and product shelf.

Prior to BMO, Arthur spent over 7 years of his career in a client facing & portfolio management role at another major financial institution. As a result, Arthur has a unique understanding of how alternatives are designed to fit within a broader portfolio to minimize risk and maximize return.
Arthur is a Charter Financial Analyst, Chartered Alternative Investment Analyst and Personal Financial Planner. Arthur’s commitment to a variety of education emphasizes his commitment to thinking broadly while specializing in the unique alternative asset class.

Jean obtained a Licentiate of Laws (LL.L.) from the Université de Montréal in 1980 and was admitted to the Quebec Bar in 1981. He then followed a course in income tax given by the Canadian Institute of Chartered Accountants (CICA) in 1989. Jean also holds a diploma in financial planning from the Institut québécois de planification financière (IQPF), as well as the title of practitioner conferred by the Society of Trust and Estate Practitioners (STEP). He completed his education with a Master of International Taxation (M.Int. Tax) from the University of New South Wales (UNSW) in Australia as well as a Master of International Taxation and Financial Services from the Thomas Jefferson School of Law (San Diego, California) where he graduated Summa cum laude.

In his capacity, he provides support and advice to our Canadian and US clients on complex issues of taxation, estate and financial planning and business succession.

Jean-François provides insurance solutions for Canadian investors to enhance their wealth. He has been with BMO since 2014 and has worked with National Accounts for over 15 years, contributing in helping high-net-worth and ultra-high-net-worth individuals and families maximize their estate, realize substantial tax savings and ensure continuation plans for their business.

Jean-François has a thorough academic background and has accumulated over 20 years’ experience in the financial services industry.

As a Tax lawyer and financial planner, Zeina advises high net worth families, professionals and entrepreneurs on specialized wealth planning solutions. Whether it’s thought leadership on estate planning, new family wealth, tax planning, or philanthropy, Zeina is dedicated to simplifying complex issues and providing practical and informed strategies. Zeina joined BMO in 2011 after several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.