TTR & Associates: A Sample of Our Specialists

We have the ability, where required, to involve our colleagues who are specialists in the Tax and Legal fields to provide an enhanced level of strategic wealth management advice:

Deborah Desforges, CFP – Director, Wealth Planning -  Deborah has over 30 years’ experience in the Canadian Financial Services industry.  In 2000, Deborah obtained the Certified Financial Planner (CFP) designation.  She joined the Private Bank in 2013 as a Private Wealth Advisor after being a Financial Advisor for many years at another Financial Institution. Deborah’s many years of experience dealing in investments, credit solutions and insurance solutions help her create detailed and comprehensive Wealth Plans for BMO Private Banking clients.

Carol Willes, LLB, MBA – Director, Will & Estate Planning - Carol’s experience in the estate planning world started in 2008 when she joined a major Canadian trust company as a Senior Will & Estate Planner in Kingston, Ontario.  Carol came from a combination of private practice in law and consulting for clients from China to the Netherlands in the areas of business structuring, succession planning and financing.  She has taught both undergraduates and executives at the Queen’s University School of Business and Faculty of Law, in the fields of international business, law and ethics. 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.

Louis-Philippe de Sève-Bergeron – Director, Tax Planning - Louis-Philippe 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-Philippe, 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.