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.
Vice President, Business Advisory & Transition Planning
Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.
Landon works with clients and other members of the Enterprise Wealth Management Group to prepare estate plans for clients which includes wills, estates & trusts, business & tax planning, and other complex issues which may be unique to each client. Landon can help with understanding the importance and intricacies of having a sound estate plan ensuring clients’ wishes and concerns are addressed, providing peace of mind and aiming to optimize a client’s financial position.
Prior to joining the BMO Enterprise Wealth Management Group, Landon practiced in a regional firm in the solicitors department with a focus on wills & estates, corporate commercial, and real estate law. Landon is able to draw from his past experience to provide clients with comprehensive support with their estate planning needs involving complex issues.
Linda Leung, CPA, TEP
Director, U.S. Tax Planning
Linda advises high net worth business owners and professionals on how to efficiently structure their U.S. and Canadian assets, providing specialized tax solutions as part of an integrated wealth planning team. Drawing on 25 years of leadership within the cross-border field, Linda’s clients benefit from in-depth technical expertise, facilitating high-level planning discussions, while addressing a wide range of situations across U.S. income and estate tax, and Canadian income tax considerations.
Linda joined BMO Wealth Management in 2010, following 10 years of leading a global tax team at a large consulting firm, where she specialized in individual tax considerations with regards to employees relocating permanently or temporarily from/to U.S. and Canada. Previously, she was a Tax Manager in the Small Business and International Assignment Services groups at PricewaterhouseCoopers, a large international accounting firm.
Adam Kerlinger, CFP, TEP
Director, Wealth Planning
Adam Kerlinger has ten years of experience in financial services, where he has worked closely with clients in planning for and achieving their financial goals for themselves and their families. As a Wealth Planning Consultant with BMO Private Wealth, Adam follows a structured process to deliver holistic and bespoke financial planning advice that gives clients certainty around their retirement, business succession, and helping their loved ones.
Adam is accredited as a Certified Financial Planner (CFP) with FP Canada, a Trust and Estate Practitioner (TEP) with STEP Canada, and a Chartered Life Underwriter (CLU) with Advocis. His designations reflect his financial expertise and enable him to provide straightforward, objective recommendations that help clients be better off. In his spare time, Adam and his partner like to enjoy cycling, traveling, and participating in local community initiatives.