Our Partners

John est un conseiller d’entreprise aguerri et apporte une vaste expérience technique et de planification d’entreprise à BMO Gestion de patrimoine. Offre aux particuliers et aux propriétaires d’entreprise une expertise en relève d’entreprise, en transition, en vente, en fusions et acquisitions, en assurances et en évaluations aux fins de la planification et du transfert de patrimoine.
 
John compte plus de 15 années d’expérience principalement chez les quatre grands cabinets de services professionnels, ainsi qu’auprès d’une entreprise privée familiale. Dans sa carrière, John a dirigé plusieurs mandats complexes d’évaluation d’entreprise et de services-conseils pour des sociétés privées et cotées en bourse dans divers secteurs d’activités, notamment en matière de fusions et acquisitions, de réorganisations et de planification fiscale d’entreprise, de différends entre actionnaires, d’activités financières d’entreprise, ainsi que de planification successorale, fiscale et de patrimoine pour des propriétaires d’entreprise.

Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understand their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for wealth management professionals and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.

Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.

The Kimpton Team is fortunate to work with a select group of affluent Canadian families, professionals, entrepreneurs and business owners to promote wealth and protect what is most valuable in life.  Holistic wealth planning creates harmony in families, identifies universal objectives for preserving wealth and successfully transitioning wealth to future generations. 

Since joining the firm, John Kimpton has drawn upon his years of experience working with BMO Partners and third-party client advisors to customize insurance-based solutions. Collaborating with a group of experts results in unique solutions for unique families. The only template is our process. The Kimpton Team has the knowledge, expertise and the toolbox to help you achieve your financial objectives.

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.

With almost 25 years of experience, Noel understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, he brings his 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, trust planning and family governance.

Noel can skillfully take complex tax and estate planning issues and considerations, and speak to clients in a way that they can easily understand these issues.

Noel joined BMO Wealth Management in 2017. In addition to his tax/accounting background of almost 18 years at Deloitte & Touche  LLP, he has extensive experience in the investment industry as well, including working at a large fund management company. Most recently, Noel worked as a Tax Planning & Consulting Specialist where he focused on tax planning and wealth transfer strategies for high net worth clients and business owners.

Dominic has over 25 years of experience in the financial services industry. During this time, he has managed small to large client service teams where he has acquired substantial experience with everyday banking, investments and complex lending requirements. Dominic’s clients range from entrepreneurs, business owners, medical professionals and business professionals looking for highly personalized service and expert advice.

Dominic’s objective is to work with successful families and help them simplify their most complex banking requirements. He has a passion for working with people to provide professional support, services and exemplar client experiences by providing customized banking and lending solutions to clients.