Our Partners

James provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.

As a dedicated Private Banker, Heather provides customized banking solutions for high net worth clients. She works with her clients to define their goals then draws on the additional resources of a team of BMO Private Wealth Professionals who specialize in wealth planning, investments, commercial banking, as well as tax and estate planning to create a uniquely personalized experience for her clients.  This strategy of holistic services leads her clients to have increased confidence that they are making the right decision for the financial future.

Born and raised in Toronto Heather has worked for BMO for more than 20 years. She has a breadth of banking experience within BMO Bank of Montreal which includes both personal and commercial banking as well as branch management. 

Heather resides in midtown Toronto and enjoys spending time exploring the city with her husband, Alex, and dog, Lucy.

David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.

David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.

If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.

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