Meet Our Partners

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.

As an Associate Director, Trust Services and a key member of the Wealth Management team, Lisa works with individuals and families to simplify their complex matters. Lisa manages Estate and Trust accounts with a specialization in enCircle Services, overseeing financial, lifestyle and well-being solutions. She is well-versed in related fields and often works in tandem with client’s own legal and accounting advisors.

Lisa is a six time Platinum award winner with BMO Private Banking, demonstrating her commitment to working with other members of BMO Financial Group and excellent working relationship with her clients.

In her personal time, Lisa enjoys outdoor activities, volunteering at her children’s schools and travelling with her family.

With more than 10 years experience working in the trust and estate industry across multiple jurisdictions, Rhys is responsible for managing a portfolio of estates, trusts and powers of attorney. He provides clients and beneficiaries with professional administration services, where the application of technical knowledge and discretionary decision making are key components.

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 practice Jean’s clients can rely on his in-depth technical expertise to facilitate discussions on high-level planning while addressing a wide range of situations across international,  U.S. income and estate tax, and Canadian income tax considerations.

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