Our offices located in the BMO Aurora Branches easily facilitates the team's ability to partner their expertise, with that of other specialists within in the BMO Financial Group.
Where required to meet some of the more sophisticated needs of our clients, our team also includes partnering with other outside specialists and life management professionals.
Our Wealth Partners
CFP®, CPA, CA, CDFA
Director, Wealth Planning
Rebecca is passionate about helping people become more knowledgeable and confident about their finances. She enjoys providing clients with clarity and direction on their financial road forward, by integrating the knowledge of our in-house technical specialists into a simple and straightforward plan. Clients benefit from a tailored wealth plan, often resulting in reduced stress and anxiety knowing that a team of professionals is helping them meet their financial goals.
Rebecca joined BMO Wealth Management in November 2017. Prior to that she spent 7 years working in public accounting, encompassing the areas of personal and corporate taxation, corporate restructuring, financial mediation and divorce finances, tax and wealth planning. Additionally she has spent time in the manufacturing and service sectors in finance roles, and started her career with a ‘big 4’ accounting firm.
Rebecca is a Chartered Professional Accountant (CPA, CA), CFP® professional, and Certified Divorce Financial Analyst (CDFA). She holds Honours Bachelor of Commerce (B.Comm.) from McMaster University.
VP, Estate & Insurance Advisor
Why does Jon do what he does? The answer is found in his team’s core purpose: We protect
and care for our families and yours. For Jon, family is first. And just as deeply held is Jon’s
belief that the only way to fulfill his raison d’être is by taking a team approach – by having
the strongest estate planning team in Canada. Jon has a family at home, and then there is his work family – his high-performing team – of Phil Comtois and Karen Gowdy.
This trio is committed to being leaders, to being loyal and competitive, to being a successful team because of their individual strengths and ultimately to carrying out their daily mission: We consistently deliver exceptional experiences that make every Advisor and client confident in every one of us. This emphasis on consistent experiences is crucial, because the Advisor is
the owner of the client relationship and they must have full confidence that we're doing the best for their client.
Jon, a senior partner on the team, provides comprehensive advice for all personal estate, corporate estate and insurance planning needs. His approach has been honed by more than 25 years of experience working in the estate planning and insurance industry, and helps Investment Advisors and their clients make the best choices for both the present and future.
His areas of expertise include estate creation and preservation techniques, along with corporate financial security planning.
With his teammates Phil and Karen, Jon Love uses a straightforward method – and key differentiator – to ensure every Advisor and client are given the full attention they deserve: We lead by making every case the most important one we have.
John W. Waters
, C.A., CFP®, TEP
VP & Head of Tax, Estate and Trust
John's areas of expertise include personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives and entrepreneurs.
Before joining BMO Nesbitt Burns, John was employed by a large, international accounting firm as a senior member of the Toronto High Net Worth tax practice. John has also assisted in the design and execution of executive compensation plans and has experience in a wide range of planning scenarios involving the taxation of individuals, corporations, trusts and partnerships.
John is a Chartered Accountant (CA), CFP® professional and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B.Comm.) from Queen's University.
, B.A., D.C.S., B.Ed., LL.B.
Director, Trusts & Estates
Irit has extensive experience as a trusts and estates lawyer at major Toronto law firms, focusing on estate planning, estate administration and estate litigation. Her areas of expertise include Wills, Trusts, powers of attorney, joint tenancy and other structures of property ownership used as tools in the implementation of a variety of estate planning strategies.
Irit has published numerous articles on trusts and estates law and was an assistant editor of the Ontario Bar Association's Trusts and Estates Section newsletter Deadbeat, as well as a past contributor to Advising the Family-Owned Business, a publication by Canada Law Book. Irit is a participating member of the Statutory Review sub-committee of the Ontario Bar Association and is a member of the Canadian Bar Association and the Law Society of Upper Canada.
, CPA, TEP
Director, US Tax Planning
Linda is responsible for providing Investment Advisors and their clients with Canadian and US tax planning support.
Before joining BMO, Linda was a member of a global tax team at a large consulting firm where she assisted individuals in understanding the Canadian, US and international tax implications of their various forms of compensation. Prior to that, she was employed by a large, international accounting firm in their International Assignment Services and Small Business tax groups. Linda has expertise in US personal tax matters and can provide guidance on cross-border personal income tax issues. In her previous role, Linda was also involved in the design and execution of global executive compensation and share plans.
Linda is a Certified Public Accountant (CPA) and a member of the Society of Trust and Estate Practitioners (TEP).
Vice-President, Personal Trust Services
With over 20 years of experience in the trust and financial planning field, David believes that estate planning is the cornerstone of any holistic wealth management strategy. David has worked closely with high-net-worth clients and with advisors in the areas of trust, will and estate planning. He makes sure that his clients have a solid estate plan and a qualified executor to help them attain their estate planning goals.
David is a CFP® professional and a member of the Society of Trust and Estate Practitioners (TEP).