Louis-Philippe de Sève-Bergeron

Director, Tax Planning

BMO Private Wealth
 

Louis-Philippe aims at providing information and guidance relevant to the complex tax environment individuals and businesses live in today. To coordinate the best client-focused solutions, he often works with our clients’ external lawyers and accountants. The goal is to ensure that a well-rounded team of professionals is working to improve our clients’ situation.  Louis-Philippe, a lawyer holding a Master of Taxation and the Tax and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning, and establishment of trusts.

Karen Gowdy

Estate & Insurance Advisor

BMO Nesbitt Burns Financial Services
 

Karen has more than 30 years of experience in the financial services and insurance industry. She works with our team to review a broad range of financial issues important to every client. She works in the disciplines of estate, insurance and tax planning.

Chris Markou

Director, Will & Estate Planning

BMO Private Wealth

Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team. He draws on his prior experience as an estates lawyer in private practice to assist BMO clients with complex estate and trust planning solutions in a variety of contexts. Chris provides support and direction on matters related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs

Ryan Plumpton

Mortgage Specialist

BMO Financial Group

Ryan Plumpton is a Mortgage Specialist with BMO Financial Group with over 10 years’ experience at other financial institutions. Ryan works closely with his extensive network of contacts through the Peterborough region and across Central Ontario to deliver the best lending products to customize solutions for individual household requirements. He is a graduate of both Trent University and Fleming College in the Business Administration program.
 Ryan is actively involved in the local community through roles such as Vice-President of the Peterborough Recreational Baseball Association (PRBA), as a member of the Membership Committee at Kawartha Golf & Country Club, and as a former youth softball coach and hockey coach to his two daughters. He has volunteered on the planning committee of the Bear's Lair Entrepreneurial Competition and as a judge in the DBIA's Win This Space contest, PKED's Starter Company Plus program and is always willing to lend a helping hand in the name of community betterment. Ryan is born and raised in Peterborough and is dedicated to the enhancement of all business opportunities and growth in Peterborough and the surrounding area.
 

Darlene Weales

Relationship Manager, Business Banking

BMO Financial Group

Darlene ha worked in the Financial Services Industry for the past 16 years and has built a soild reputation as a trusted advisor, with the past 10 years as a Commercial Account Manager. Her experience crosses many industries and business segments across Ontario. Darlene enjoys implementing a collaborative team approach which allows her clients to achieve their financial goals.

She currently resides in rural Peterborough, where she enjoys spending time with her husband and children. She currently volunteers her time with local organizations such as YES Shelter for Youth and Families, the Dragon Boat Festival, MS Society, and Habitat for Humanity.