EricĀ Strassburger, BA (Econ), PFP

Senior Wealth Advisor

For the past 20 years Eric has provided Investment, Retirement and Estate Planning advice to a select group of clients in Southwestern Ontario. He works with clients and their lawyers and accountants to ensure their Retirement Plans are in order, as well as their Estate Plans for wealth transfer.
 
He volunteers his time and expertise with The House of Friendship and KidsAblity. In the past he has served on Boards with The Kitchener and Waterloo Community Foundation, Big Brother Big Sisters of Waterloo Region and St. Peter’s Lutheran Church in Kitchener.
 
Eric is a graduate of Wilfrid Laurier University with a B.A. in Economics.
 
When he's not at work or volunteering in the community, he spends time with his wife and 2 sons.  They enjoy sports, music and the outdoors.

KaitlinĀ Donelle

Investment Representative

Kaitlin began her career in the Financial Services industry over 15 years ago and joined BMO Nesbitt Burns in 2013.  She has her diploma in Financial Planning and has earned her Financial Management designation (FMA).
 
She keeps the operational side of the business running smoothly and is responsible for day-to-day administration ensuring clients receive outstanding service.  Kaitlin can help you with any questions regarding account activity, tax inquiries, estate matters, financial management and documentation.
 
Kaitlin is married, has 2 daughters & a big lap dog, Prada, who is a Doberman Pinscher.

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Jessica Williams, JD

Director, Estate Planning

Jessica advises high net worth individuals and families on specialized estate and trust solutions as part of an integrated wealth planning team and develops holistic estate plans for clients at all stages of their lives. She actively listens to her clients to identify what is most important to them and explains various estate planning concepts and tools available to her clients in easy terms they can understand.

Before joining BMO Private Wealth in 2021, Jessica practiced exclusively in the areas of estate planning, estate administration, incapacity planning, and charities law for six years. In her practice, Jessica developed complex estate plans for her clients, which often involved helping clients develop and fulfill their philanthropic goals, given her knowledge of charities law.

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Katelyn Culliton, CPA, CA, CFP

Director, Wealth Planning

Katelyn works with high net worth families to deliver proactive, customized wealth planning solutions. She draws on her extensive tax planning experience and analytical skills to help clients define their goals, set priorities and build a roadmap to implement their long-term plans. Katelyn provides ongoing education to clients on tax, retirement and estate planning issues, to help them make informed financial decisions and meet their goals.
 
Katelyn has over 10 years of tax and financial planning experience. Prior to joining BMO in 2017, she was a tax manager at a national accounting firm, where she advised business owners, farmers and other professionals on complex tax, corporate restructuring, succession and estate planning matters. Katelyn is a Chartered Professional Accountant (CPA, CA), a Certified Financial Planner professional and has completed the CPA Canada In-Depth Tax Course. She graduated from the University of Waterloo with a Bachelor of Mathematics (BMath) in chartered accountancy and finance and a Master of Accounting (MAcc).

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Sandy Bell, MTI

Director, Trust Services

Sandy works very closely with senior clients to ensure they are well supported through times of transition. She administers a diverse portfolio of Estate, Trusts, encircle and Continuity accounts. On the personal side, Sandy enjoys spending time with her husband, watching their two young children play hockey. She also loves to travel and spend long days at the beach. Sandy is a member of the Waterloo Wellington Estate Planning Council and also the Treasurer of her local public school parent council.

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Stuart Clark, M.Tax, TEP

Estate & Insurance Advisor

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.

Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.

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Adam Carter, CPA, CA, CBV, FEA

Vice President, Business Advisory & Transition Planning

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

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Leigh Vyn, CPA, CA, CFP, FEA

Director, Tax Planning

Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand client’s specific goals and objectives, she brings her extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, and family governance.

Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand.  In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.

When not at work, Leigh and husband, Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails Ancaster offers.

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Nilab Balooch

Private Banker

As your dedicated Associate Private Banker, you will gain access to a superior banking experience. I will personally provide you guidance and advise you on your day to day banking and borrowing needs to help reach your goals in a way that is specific and contoured to your needs.

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Linda Leung, CPA, TEP

Director, U.S. Tax Planning

Linda advises high net worth business owners and professionals on how to efficiently structure their U.S. and Canadian assets, providing specialized tax solutions as part of an integrated wealth planning team. Drawing on 25 years of leadership within the cross-border field, Linda’s clients benefit from in-depth technical expertise, facilitating high-level planning discussions, while addressing a wide range of situations across U.S. income and estate tax, and Canadian income tax considerations.

Linda joined BMO Wealth Management in 2010, following 10 years of leading a global tax team at a large consulting firm, where she specialized in individual tax considerations with regards to employees relocating permanently or temporarily from/to U.S. and Canada. Previously, she was a Tax Manager in the Small Business and International Assignment Services groups at PricewaterhouseCoopers, a large international accounting firm.

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Lydia Potocnik, LL.B, TEP

Vice President, Philanthropic Advisory Services

Lydia assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. Her estate planning and trust administration background allow her to also ensure that clients’ philanthropic goals are part of their larger wealth and estate plan. Having worked with both clients and beneficiaries of estates, Lydia’s approach to planning takes into consideration unique family dynamics and conflict resolution.

Lydia joined BMO Wealth Planning in 2011 as a Will & Estate Planning Consultant working with clients on all aspects of their estate and trust planning. She then assumed a leadership role with BMO Trust Company where she was responsible for overseeing all aspects of the estate and trust administration business in Ontario. Prior to joining BMO, Lydia led a very successful philanthropy program at a major hospital foundation where she advised donors on how to build a lasting philanthropic legacy. She has contributed to numerous publications and media appearances related to her work.