Richard Goulet, CIM, PFP
Senior Wealth Advisor & Portfolio Manager
Krista Guillemette, PFP
Senior Wealth Associate and Financial Planner
Pierre Bernier, CFP®, FMA
Investment Advisor, Financial Planner
Roxanne Laporte
Senior Client Service Associate
Heather Gray
Client Service Associate
Our Partners
Sarah Burke, CFP®, CIM®
Wealth Planning Consultant
As a Wealth Planning Consultant, Sarah specializes in developing financial plans tailored to meet the unique needs of Canada’s High-net-worth Individuals, Corporations, Trusts, Estates, Charitable Foundations, and First Nations.
Leveraging over 14 years of experience in the Wealth Management, Accounting & Fintech industries, Sarah brings extensive knowledge to her current role where she collaborates with a specialized team of Professionals in the areas of Taxation, Estate Law, Philanthropy and Business Succession, helping our clients improve their financial outcomes through the delivery of tailored strategies and solutions meant to enhance the structure, growth, and transfer of their Patrimony.
Before joining BMO, Sarah worked as a Private Banker and Financial Planner, helping her clients realize their vision for a lasting family legacy and broader community impact, by providing a clear roadmap that would guide every step of their financial journey. Her tenure at a Public Accounting firm as a Lead Wealth Planner saw her working alongside seasoned Tax Advisors and Accounting Partners to deliver a comprehensive service model that integrated Portfolio Management with Tax and Estate Planning.
Passionate about promoting Financial Literacy and educating the next generation, Sarah will often work with our clients’ children to improve their financial acumen and readiness to take over their family’s wealth. She is a Finance Graduate from McGill University and holds the Certified Financial Planner® and Chartered Investment Manager® designations.
Fluent in English, French, and Arabic, she offers her expert advice in all three languages.
Carol Willes
Director, Estate Planning
Carol brings over 30 years of legal experience with 17 years of dedicated wealth and estate planning expertise to her role. Carol came from a combination of private practice in law and consulting for clients from Asia to Europe in the areas of business structuring, succession planning and financing. She has taught both undergraduates and executives at the Queen’s University School of Business and Faculty of Law, in the fields of international business, law and ethics and most recently taught Wills and the Law of Succession to upper year law students at the University of Ottawa.
Now as Director, Estate Planning at BMO Private Wealth, Carol strives to provide meaningful, client-centered advice and solutions. She helps individuals and their families build a secure and purposeful legacy and find peace of mind in the context of their entire wealth story.
Carol assists clients from many backgrounds to comprehend their present circumstances and to develop that future legacy. By helping people focus on what is most important to them – their family, their community, financial security and more – she develops distinctive estate planning options for clients as part of an integrated team of wealth planning specialists that supports those clients through their entire life journey.
Karen Gowdy
Senior Estate and Insurance Advisor
Karen has more than 35 years of experience in the Financial Services & Insurance Industry. Karen provides comprehensive advice for personal and corporate estate and insurance. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on taxes and liquidity.
Her work is especially key toward delivering exceptional client experiences to all advisors and clients across Eastern Ontario.