Iqbal Tejpar, CPA, CA, CFA
Senior Portfolio Manager
Rene Dinter, CIM
Business Development
Naqib Azad, BBA, CIM®
Investment Associate
Bardia Pourmalek
Private Banker
Bardia has over 12 years of banking experience in sales and leadership in both retail banking and
Private Wealth. He has in depth understanding about investments and financings, both for
individuals and for businesses.
Bardia has a bachelor’s degree in Business Management and he is currently pursuing his PMP
designation.
At BMO Private Wealth, wealth planning is at the core of everything we do. To gain a deep
understanding of our client’s wealth picture, Bardia asks thoughtful questions and works with his
clients to develop comprehensive and flexible wealth plans for their particular situations. Bardia
will bring a team of Private Wealth professionals together to offer fully integrated wealth
solutions (banking, lending, investment management, trust, estate and business succession
planning needs) to help clients achieve their personal wealth goals.
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.
Jamie Wilson
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
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.
Phil Haines, CPA, CA
Director, Tax Planning, BMO Wealth Planning
Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.
Kimiko Comeau, CFA
Director, Business Advisory & Succession Planning
Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.
Lisa J. Finden
Associate Director, Trust Services, BMO Private Banking
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.