Tel: 519-886-1536

Address

BMO Nesbitt Burns
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
Map

Contact Us

Our Team


 

Rick Brenneman, QAFP
Investment Advisor

Tel: 519.886.1536
Email: rick.brenneman@nbpcd.com
Connect with me on LinkedIn
Rick Brenneman started his career in financial services in 1999 with Manulife Financial working with Manulife Securities International. In 2003, Rick joined CIBC Wood Gundy as a Financial Associate and then as an Associate Investment Advisor. After 15 years with CIBC Wood Gundy, Rick has joined BMO Nesbit Burns as an Investment Advisor.  Rick takes pride in working with clients and assisting them in achieving  their financial goals and dreams. He enjoys working closely with clients and getting to know them. He takes pride in doing what is right for his clients, with the utmost honesty and integrity. Rick is fully Life Insurance & Securities Licensed, and holds a Professional Financial Planner designation.

Rick is married and lives in Waterloo with his wife Kelly and their two children, Jake & Ally.  He enjoys playing hockey, golf & slo-pitch. Rick also loves to travel and is a dedicated father watching his daughter’s dance company at their many competitions.

Bruce Farnell
Director, Estate Planning

Bruce is a member of the High-Net-Worth Specialized Planning Team who supports BMO Nesbitt Burns by providing comprehensive wealth and estate planning to successful Canadian families. Bruce is a lawyer who developed his expertise in estate planning over 30 years in private practice and with BMO.

Bruce earned an undergraduate degree from Western University and a law degree from University of Ottawa. He is a member of the Law Society of Ontario, several local County Law Associations and the Estate Planner’s Council of London.

Bruce and his wife Sharon live in Aylmer and have two adult children. When not at work Bruce enjoys outdoor activities with his family.Bruce is a Past President of the Kinsmen Club of Aylmer and the East Elgin Branch of the Canadian Cancer Society.

Landon Hang, B.Comm (Hons), MBA, JD/LL.B, TEP
Director, Estate Planning

Landon works with clients and other members of the Enterprise Wealth Management Group to prepare estate plans for clients which includes wills, estates & trusts, business & tax planning, and other complex issues which may be unique to each client.   Landon can help with understanding the importance and intricacies of having a sound estate plan ensuring clients’ wishes and concerns are addressed, providing peace of mind and aiming to optimize a client’s financial position.

Prior to joining the BMO Enterprise Wealth Management Group, Landon practiced in a regional firm in the solicitors department with a focus on wills & estates, corporate commercial, and real estate law.  Landon is able to draw from his past experience to provide clients with comprehensive support with their estate planning needs involving complex issues.

Leigh Vyn, CPA, CA, CFP, FEA
Director, Tax Planning

Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand client’s specific goals and objectives, she brings her 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, and family governance.

Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand.  In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.

When not at work, Leigh and husband, Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails Ancaster offers.

Jean Richard, LL.L, LL.M, Mint Tax, TEP 
Sr Manager Cross Border & International Tax Consultant

Jean advises high and ultra high net worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.

Relying on over 35 years of professional practice Jean’s clients can rely on his in-depth technical expertise to facilitate discussions on high-level planning while addressing a wide range of situations across international,  U.S. income and estate tax, and Canadian income tax considerations.

Jean joined BMO Wealth Management in 2001 with a solid expertise acquired advising individual clients and business owners with a leading Canadian insurance carrier, a leading accounting firm and a law firm.       

Stuart Clark, M.Tax, TEP
Estate & Insurance Advisor

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.

Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.

Sandy Bell, MTI
Director, Trust Services

Sandy works very closely with senior clients to ensure they are well supported through times of transition. She administers a diverse portfolio of Estate, Trusts, encircle and Continuity accounts. On the personal side, Sandy enjoys spending time with her husband, watching their two young children play hockey. She also loves to travel and spend long days at the beach.
Sandy is a member of the Waterloo Wellington Estate Planning Council and also the Treasurer of her local public school parent council. 

Sandy joined BMO Trust Co. in November 2014 and is responsible for the Estate and Trust business in Kitchener, Waterloo, Guelph & Cambridge.
Prior to joining BMO Trust Co., Sandy worked for another major Canadian Trust Company for over 13 years starting as a trust administrator and working her way to a Senior Trust Officer, where she was responsible for the day to day administration of a large Estate and Trust portfolio.

Adam Carter, CPA, CA, CBV, FEA
Vice President, Business Advisory & Transition Planning

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.