BMO Nesbitt Burns
120 King Street West
BMO Nesbitt Burns
6760 Morrison Street
Niagara Falls, Ontario
|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.
|John Kimpton, CFP®, CLU®, TEP, EPC
Estate & Insurance Advisor, Vice President
BMO Estate Insurance Advisory Services Inc.
In addition to his multiple industry designations, in 2015 John was nominated as a member of the Conference for Advanced Life Underwriting
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”.
VP, Business Advisory & Succession Planning at BMO Wealth Management
Experience & background
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.