Estates & Insurance Partners

Conor believes that legacy is everything. As an Estate Insurance Advisor at BMO Private Wealth, he works with select individuals and business owners to help them optimize their financial plan. This includes estate planning as well as tax planning strategies involving insurance. Each client has their own unique set of goals and objectives, and Conor specializes in building custom solutions to meet their needs and to help these client integrate the solutions into their overall financial plan.

Bill Easton is a dedicated Trust and Estate Planner that brings over 23 years of experience. He holds the Certified Financial Planner (CFP®) designation.

Bill is known for working with our clients on specialized Estate, Will and Trust Planning solutions while ensuring they have a capable executor that can fulfill their duties. His extensive experience and focused approach have helped him build strong relationships with strategic partners which allows him to provide superior client service.

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