Simon has spent the last five years of his career as a Senior Wealth Planning Consultant at BMO advising 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. Prior to joining BMO, Simon worked as a manager in Taxation Services for the international accounting firm, Deloitte, where he advised private clients on tax compliance, estate planning, corporate reorganizations and overall tax minimizaition. With this hiring, we bring Simon's significant planning & tax expertise in-house exclusively to Hughes & Annis clientele.
Hughes & Annis Wealth Management