BMO Nesbitt Burns
80 King Street
St. Catharines, ON
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.
Leigh Vyn, CPA, CA, CFP, FEA
Director, Tax Planning
Leigh joined BMO Wealth Management in 2017. In addition to her accounting background at KPMG, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. Most recently, Leigh worked as a Business and Family Wealth Specialist where she focused on tax planning and wealth transfer strategies for high net worth clients and business owners. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.
Estate and Insurance Advisor
With over 20 years experience in the Life Insurance and Financial Planning area, John is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Life Underwriter, a Trust and Estates Practitioner and an Elder Planning Consultant. John is a member of Advocis, the CLU Institute, the Financial Planning Standards Council of Canada and the Canadian Initiative for Elder Planning Studies.
Starting in the financial planning industry in 1990, he has worked with case files that range from straightforward to some of the most complex Tax and Estate planning strategies in the business. From this experience, he finds that most clients appreciate the process that he works with which includes:
Goal identification and problem finding
Life, Disability, Critical Illness and Long Term Care Insurances
Estate planning to achieve tax mitigation, legacy maximization and philanthropic endeavors
Corporate and personal risk management Intergenerational wealth planning
Tax-efficient accumulation and income strategies