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979 Bank Street, 6th Floor
|Simon Couvrette, CPA, CA, CFP®|
|Director, Wealth Planning at BMO Wealth Management|
Simon advises high net worth families and business owners on sophisticated, innovative wealth planning solutions, as part of an integrated team of Wealth Consultants, and in-house tax and estate specialists. Drawing on his extensive tax consulting expertise, strong analytical acumen and bilingual communication skills, Simon helps clients articulate their unique wealth objectives, and realize their goals, ultimately providing support and direction to Investment Advisors – and enhancing the client experience.
|Lesley Cameron, LL.B, TEP|
|Director, Wealth Planning (Estates & Trusts) at BMO Wealth Management|
Lesley advises high net worth professionals and entrepreneurs on specialized Estate & Trust solutions, as part of an integrated wealth planning team. Drawing on 30 years of estate planning experience, her clients benefit from a depth of insight, which blends legal acumen, informed problem solving, and the ability to navigate the emotional complexities of wealth. A skilled critical thinker, Lesley helps clients fulfill their aspirations, designing informed and practical strategies.