David works closely with you and your advisors to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilities that exist within your estate plans, or help maximize your philanthropic desire.  David will bring these ideas to life with customized recommendations tailored to your goals.

Prior to joining BMO Estate and Insurance Advisory Services, David worked with a major Canadian insurance organization for twenty years where he held many senior leadership roles.  During that time David had extensive involvement in organizational strategy, product pricing, product design, client service, distribution, advanced planning, and marketing. David has been a frequent speaker at industry and client events across Canada and the United States.

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.

Mandy recently joined the BMO Nesbitt Burns team as an Associate Private Banker after 13 years with BMO in successive roles including Customer Service Representative, Financial Services Manager and Private Banking Assistant.  Mandy acts as a single point of contact for BMO Nesbitt Burns clients in all day to day banking needs, loan and mortgage requirements and works closely with your Investment Advisor to ensure all of your financial goals and objectives are met.

Mandy delivers exceptional client experience by bringing positive energy and a solution mindset to every interaction. She resides in Komoka, ON and enjoys spending time outdoors with her two young daughters.  She is a passionate advocate and supporter of the Ronald McDonald House.