Our Partners

Danny offers personalized wealth management advice to high-net-worth BMO clients. He identifies each client’s needs and objectives and determines their financial position in order to develop a comprehensive plan that simplifies complex matters such as financial, tax, estate and business succession planning. In addition, Danny draws on his extensive experience in a private practice to develop quality plans and educate clients on the risks and opportunities inherent in these plans.

Danny joined BMO Wealth Management in 2017. He began his career in 2006 with the international accounting firm Deloitte, where he gained significant experience auditing large public and private corporations. After completing a master’s degree in taxation in 2013, he joined Deloitte’s tax services where he specialized in tax planning and compliance for public and private corporations. In 2015, Danny joined the tax department of Richter LLP, where he developed his knowledge of tax planning and restructuring for private corporations and business owners.

Chantal is a member of the BMO Wealth Management team as a Director, Estate Planning. Chantal assists high-net-worth clients in developing their customized estate plans. Chantal helps to ensure that the legal documents her clients put in place reflect their reality, their needs, and their objectives while maximizing their estate value and asset protection.

Chantal is a member of the Chambre des notaires du Québec. Prior to joining the BMO Private Wealth planning team, Chantal gained hands-on experience in the administration of estates, trusts, and protection regimes with BMO Trust Company.  Previously, Chantal worked as a notary in a private practice where she also settled estates and worked on non-contentious legal proceedings. This experience gave her a practical perspective on estate planning and equipped her to anticipate possible issues and propose effective solutions.

Chantal holds a Bachelor of Laws (LL.B.) degree and a Graduate Diploma in Notarial Law (D.D.N.) from Université de Sherbrooke. She is currently completing a specialization program in order to earn the Trust and Estate Practitioner (TEP) designation.

Jean advises high- and ultra-high-net-worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.

Relying on over 35 years of professional experience, Jean brings in-depth technical knowledge to his clients both in general planning discussions and when dealing with a wide range of international tax situations, U.S. income and estate taxation, and Canadian income tax.

Jean joined BMO Wealth Management in 2001 after acquiring solid expertise in advising individual clients and business owners with a leading Canadian insurer, a leading accounting firm, and a law firm.