BMO Bank of Montreal - We're here to help.™

Toll Free: 1800-267-8331
Tel: 905-570-8810
Tel: 905-692-1300
Tel: 905-304-8393

Address

BMO Nesbitt Burns
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2
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BMO Nesbitt Burns
275 James Street North
Hamilton, Ontario
L8P4V2

BMO Nesbitt Burns
2170 Rymal Road East
Hamilton, ON
L0R1P0

Contact Us

Our Partners

Adam Carter, CPA, CA, CBV, FEA
Vice President, Business Advisory & Transition Planning

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising 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, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

James Waters, CFP, CIWM
Director, Wealth Planning

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.

Prior to joining BMO in 2015, James worked at boutique investment firm, a large insurance company 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.

James is a Certified Financial Planner and Certified International Wealth Manager. In addition, he is also a student at the Lazaridis School of Business and Economics in the MBA CPA program.

Landon Hang, B.Comm (Hons), MBA, JD/LL.B, TEP
Director, Estate Planning

Landon works with clients and other members of the Enterprise Wealth Management Group to prepare estate plans for clients which includes wills, estates & trusts, business & tax planning, and other complex issues which may be unique to each client.   Landon can help with understanding the importance and intricacies of having a sound estate plan ensuring clients’ wishes and concerns are addressed, providing peace of mind and aiming to optimize a client’s financial position.

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.

Leigh Vyn, CPA, CA, CFP, FEA
Director, Tax Planning

Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand client’s specific goals and objectives, she brings her extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, and family governance.

Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand.  In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.

When not at work, Leigh and husband, Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails Ancaster offers.

Sandy Bell, MTI
Director, Trust Services

Sandy works very closely with senior clients to ensure they are well supported through times of transition. She administers a diverse portfolio of Estate, Trusts, encircle and Continuity accounts. On the personal side, Sandy enjoys spending time with her husband, watching their two young children play hockey. She also loves to travel and spend long days at the beach. Sandy is a member of the Waterloo Wellington Estate Planning Council and also the Treasurer of her local public school parent council.

John KimptonCFP®, CLU, TEP, EPC
Estate and Insurance Advisor, Vice President

Since joining the firm, John Kimpton has drawn upon his years of experience working with BMO Partners and third-party client advisors to customize insurance-based solutions. Collaborating with a group of experts results in unique solutions for unique families. The only template is our process. The Kimpton Team has the knowledge, expertise and the toolbox to help you achieve your financial objectives.

In addition to his multiple industry designations, in 2015 John was nominated as a member of the Conference for Advanced Life Underwriting (CALU), a national advocacy group working on advanced planning issues in cooperation with the three levels of government. John has a special interest in corporate and personal tax, focusing on ways to reduce or eliminate it from the client’s plan. Away from work, John enjoys golfing and spending time with his wife and two boys.

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.
Linda is a Certified Public Accountant (CPA) and a member of the Society of Trust and Estate Practitioners (TEP).