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.

headshot

Karen Gowdy

Estate & Insurance Advisor

Karen has more than 39 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. 

headshot

Chris Markou, LL.B, BA (Hons)

Director, Estate Planning

Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team.

 

Chris 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. He 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.

 

Prior to joining BMO Wealth Management, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario. Chris has been actively involved in the community as a member of numerous boards and committees, and has chaired and presented at several programs for the Ontario Bar Association.

headshot

Pamela Wheeler, MTI

Director – Estate & Trust Services

Pamela administers a diverse account portfolio of Estates, Trusts, EnCircle and Continuity Accounts. She works closely with clients to ensure a meaningful and enriching experience with BMO Private Banking.  Using a holistic approach, Pamela collaborates with her colleagues to design integrated solutions to enable clients to help achieve their personal wealth goals. Pamela’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.