Address

BMO Nesbitt Burns
1600 Carling Ave.
Suite 410
Ottawa, ON
K1Z 1B4

Contact Us

Meet Our Partners


 
To help you accumulate, manage and preserve personal wealth, our advisory team provides a full range of wealth management solutions. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.
 

Louise-Philippe de Seve-Bergeron, LL.B, M.Fisc., TEP
Director, Tax Planning

As a tax specialist, Louis-Philippe provides information and guidance to individuals and businesses relevant to today’s complex tax environment. In order to coordinate the best client solutions, Louis-Philippe often works directly with our clients’ lawyers and accountants. The goal is to always ensure that a well-rounded team of professionals is working to improve our clients’ situation. Louis-Philippe is also fluent in both English and French.

Louis-Philippe, a lawyer holding both a Master of Taxation and the Trust and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning, and establishment of trusts. He has consulted on intergenerational transfers, estate planning and transfers to key employees. With over 12 years of experience in an accounting environment, he has developed the ability to provide clear and concise advice to a variety of clients during their most stressful life events.

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. 

Deborah Desforges, CFP
Director, Wealth Planning

Using a holistic approach Deborah collaborates with her colleagues in BMO Wealth Management 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.   

Deborah’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.

 

Phil Comtois
Estate and Insurance Advisor, Senior Vice President

With over 20 years in the estate planning and insurance industry, Phil has been with BMO Estate Insurance Advisory Services since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other Advisors, including lawyers and accountants.

In addition to his advisory role, Phil plays a key role on the division’s management team as an ambassador for Estate and Insurance Advisors across Canada. In this position, Phil leverages his experience as a top performing advisor to create opportunities and tools that will help Estate and Insurance Advisors in becoming successful advisors and leaders in their field.

Karen Gowdy
Estate & Insurance Advisor, BMO Nesbitt Burns

Karen has more than 39 years of experience in the financial services and insurance industry. She works with our team to review a broad range of financial issues, important to every client. She works in the disciplines of estate, insurance and tax planning.