To help you accumulate, manage and preserve personal wealth, BMO Nesbitt Burns provides a full range of wealth management services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.
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.. 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.
Carol Willes, Director, Will & Estate Planning, BMO Private Wealth
Carol, a lawyer, assists high net worth clients from many backgrounds to understand their present and to develop their future legacy. By helping clients focus on what is most important to them-family, philanthropy, security and more-she develops unique estate planning options as part of an integrated team of wealth planning specialists that support clients through their life journey.