Our Tax Specialist

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Phil Haines, CPA, CA

Director, Tax Planning, BMO Wealth Planning

“My goal is to understand the unique lifestyle and financial objectives of our clients and develop tax and estate planning strategies, together with our Wealth Planning Consultants and Advisor to help our clients meet their objectives in a tax-efficient manner”

Our Wills & Estate Planning Specialist

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Sue Noorloos

Director, Estate Planning, BMO Private Wealth

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.

Our Estate and Insurance Specialist

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Jamie Wilson

Senior Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

“Estate planning is highly personal, often emotional and must be handled with sensitivity. My goal is to put clients at ease and to come up with practical solutions to address their immediate and long-term planning needs.”