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Tyler Lindgren, B.Comm
Estate & Insurance Advisor
As an Estate and Insurance Advisor with BMO Estate Insurance Advisory Services, Tyler Lindgren collaborates with Advisors to provide high level knowledge and expertise centered on insurance-based tax, estate and retirement planning solutions for business owners, professionals, executives and retirees. This collective approach enables Tyler to prepare customized strategies to enhance the client's financial position.
Tyler entered the financial services industry in 2007 after graduating from the University of Saskatchewan, College of Commerce and is currently working on his Certified Financial Planner Designation. Along with Mark Moulson, Estate & Insurance Advisor, Tyler serves Saskatchewan, Manitoba and Northern Ontario.
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Nicholas Suderman, CPA, CA
Wealth Planning Director
Nicholas joined BMO Wealth Management in 2018. Prior to this role he was a Tax Manager with Deloitte. Nicholas has 10 years of experience with international accounting firms.
He focused primarily on taxation for the past 6 years, where he advised private clients on tax compliance, estate planning, corporate reorganizations and tax strategies. Nicholas also has significant experience with farming, sales taxes, international tax and dealing with CRA.
Nicholas advises high net worth families and business owners on sophisticated, innovative wealth planning solutions, as part of an integrated team of Wealth Consultants and tax and estate specialists. Drawing on his extensive tax consulting expertise and strong analytical skills, Nicholas helps clients articulate their unique wealth objectives and realize their financial goals. Nicholas will work in coordination with your professional advisors to facilitate your wealth planning objectives.
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