Our Partners

Jennifer is a graduate of Wilfrid Laurier University’s Bachelor of Business Administration Program. After working three years as a Commercial Account Manager at BDC, Jennifer joined BMO in 2015 as a Relationship Manager. Jennifer has experience managing a portfolio of mid and upper mid market business clients from a wide variety of industries. In May 2021, Jennifer joined BMO Private Wealth as a Private Banker servicing the Central Ontario region.

In her spare time, Jennifer enjoys boating, camping, travelling and spending as much time as she can outdoors with her spouse and Golden Retriever.

Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understand their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for wealth management professionals and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.

Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.

Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.

David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.

David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.

If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.

If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.

Maria has been in the Trust Industry for 20 years, and has worked with individuals and families in providing Estate, Trust, Incapacity, and Agency solutions.

As Director and Senior Trust Officer Maria is responsible for managing a complex book of accounts, and services clients throughout the GTA North region. Maria works effectively with executors and beneficiaries, and provides them with peace of mind, knowing there is stability and continuity in the relationship. She is dedicated to her clients and provides a personalized service tailored to their specific needs.

Maria brings to each client the necessary skill set to provide both technical expertise and sensitivity to the complexities of each unique client scenario.
Maria is a member of the Society of Trust and Estate Practitioners (STEP).

With almost 25 years of experience, Noel understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, he brings his 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, trust planning and family governance.

Noel can skillfully take complex tax and estate planning issues and considerations, and speak to clients in a way that they can easily understand these issues.

Noel joined BMO Wealth Management in 2017. In addition to his tax/accounting background of almost 18 years at Deloitte & Touche  LLP, he has extensive experience in the investment industry as well, including working at a large fund management company. Most recently, Noel worked as a Tax Planning & Consulting Specialist where he focused on tax planning and wealth transfer strategies for high net worth clients and business owners.