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BMO Nesbitt Burns
Lansdowne Park
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
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Our Partners

Our Partners

 

Phil Comtois
Estate & Insurance Advisor, BMO Nesbitt Burns

Phil provides clients with comprehensive advice on all their personal estate, corporate estate and insurance needs. The knowledge acquired over his 15 years in the estate planning and insurance industry allows him to advise clients on estate creation and preservation techniques, as well as corporate financial security planning.

Phil has worked extensively in developing tax-planning ideas to help enhance retirement needs and create additional tax shelters. His well-rounded approach assists clients in planning for today and the future.

Louis-Philippe de Seve-Bergeron
Director, Tax Planning, BMO Wealth Management

Louis-Phillipe aims at providing information and guidance relevant to the complex tax environment individuals and businesses live in today. To coordinate the best client-focused solutions, he often works with our clients' external lawyers and accountants. The goal is to ensure that a well-rounded team of professionals is working to improve our clients' situation.

Louis-Phillippe, a lawyer holding a Master of Taxation and the Tax and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning and establishment of trusts. 

Aziz Nasher
Director, Wealth Planning, BMO Private Wealth

Aziz collaborates with his colleagues at BMO Private Wealth to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.

Aziz’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans. Prior to joining BMO Private Wealth, Aziz practiced in the areas of tax planning and advisory with two accounting firms for over 10 years.

Carol Willes 
Director, Will & Estate Planning, BMO Private Wealth

Carol assists high net worth clients from many backgrounds to understand and develop their present and future legacy. By helping clients focus on what is most important to them - family, philanthropy, security and more - she develops unique estate planning options as part of an integrated team of wealth planning specialists that support clients through their life journey.

Carol strives to provide meaningful, client-centered advice and solutions to help real people build their legacy and find peace of mind in the context of their entire wealth story.

Korin Flindall, MTI, TEP, PFP
Director, Wealth Services - Trust at BMO Trust Company

Korin is the Director of Wealth Services with BMO Trust Company and has 25 years of experience in the trust industry. She oversees the full estate and trust administration process and is responsible for servicing our clients and their beneficiaries.

Her extensive experience has allowed her to build strong relationships with strategic partners (i.e. real estate agents, art collectors, auctioneers, etc.) which is imperative to ensure superior client service and to properly administer estates. She holds the TEP designation (STEP Canada), M.T.I. designation (Member of Trust Institute) and PFP designation (Professional Financial Planner).