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Alexandra Weaver
Sam Hejazi
Debra Naphan
Brittany Sisson

Tel: 905-570-1782

Address
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2
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Our Partners

 

James Waters, BBA, CFP® , CIWM
Director, Wealth Planning at BMO Wealth Management

Analytics and analysis have always been James’ forte and he is passionate about helping people. As a result, James has been captured by the art of Financial Planning since first being exposed to it in school. Since 2008, he has made it his mission to develop his craft to be at the absolute pinnacle of the industry. At BMO, James is part of an integrated team of in-house technical specialists that work together to facilitate a superb client experience that delivers customized solutions to address the unique and complex needs of clients.

James has been in the Wealth Management industry nearly a decade. During this time he has worked at boutique investment firms, large insurance companies and as a subject matter expert for Moody’s Analytics. James has experience with the creation and implementation of complex financial plans to service high net worth families and individuals including professionals, executives, business owners and professional athletes

Outside of work, James enjoys competing in sports including softball, golf, and hockey or coaching ski racing and soccer. If you do not see him creating a yard sale on the hill, tripping over the blue line or trapped in a golf bunker, he is likely on a hike with his family around one of the many trails in Hamilton. James currently resides with his wife and family in Burlington.

Charlie Difalco
Private Banker

Charlie has been in the banking industry for over a decade.  After graduating from Brock University, he began his career at BMO in 2007.  He brings his unique industry experience and passion for helping his customers to each client interaction.  He has helped numerous professionals and business owners obtain access to unique borrowing solutions that fit their custom needs. 

Charlie holds a bacelor's degree from Brock University and has obtained his FPSC Level I certificate in financial planning.  In addition, Charlie holds a mortgage agent license and a certificate in financial services advice. 

Charlie is a long-time resident of the Hamilton area and an active member of the community.  He is passionate about helping those in need.  He is a board member and the treasurer of Food4Kids Ontario, where he makes it his mission to ensure that no child in our community will go hungry.  He is family man, who enjoys spending time with his son and wife.  In his spare time, you can catch him cheering on his favourite hockey team, playing soccer or hitting up the newest restaurant in town.

Frank Lapierre
Estate & Insurance Advisor
BMO Estate Insurance Advisory Services Inc.

Frank creates solutions tailored to each unique situation by providing guidance to affluent families, professionals, entrepreneurs and business owners with putting the right pieces in place to protect what is most valuable in life.  His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner. He provides comprehensive advice for intergenerational wealth planning through estate creation and preservation, risk management through personal and corporate insurance planning, and retirement planning through tax-based wealth accumulation and income strategies, all with an emphasis on the elimination of taxes.  Frank routinely corrects or enhances situations where coverage is already in place, specializing in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.

Leigh Vyn
Director, Tax Planning at BMO Wealth Management

Leigh joined BMO Wealth Management in 2017. In addition to her accounting background at KPMG, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. Most recently, Leigh worked as a Business and Family Wealth Specialist where she focused on tax planning and wealth transfer strategies for high net worth clients and business owners. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.

Education & Credentials
Chartered Professional Accountant (CPA, CA)
Certified Financial Planner (CFP)
Family Enterprise Advisor (FEA)
CICA In-Depth Tax Course

Adam Carter
VP, Business Advisory & Succession Planning at BMO Wealth Management​

Experience & background
Prior to joining BMO Wealth Management in 2018, Adam worked for KPMG since 2005. Working within the KPMG Corporate Finance Group for nine years, he advised 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, financings, financial modeling & projections and corporate audits.

Education & Credentials
Honours Business Asministration (HBA), Ivey Business School
Chartered Professional Accounttant CPA)
Chartered Business Valuator (CBV)

Landon Hang
Director, Will and Estate Planning at BMO Wealth Management​

Experience & background 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.

Linda Leung, 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 Nesbitt Burns, 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.