Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is adept at communicating the importance of a total estate plan to clients and advisors alike.

Elizabeth has a wealth of experience in the world of estates and trusts.  She joined BMO after 7 years in private practice, where her practice encompassed estate litigation, planning and administration, alternative dispute resolution, and incapacity planning. She most recently spent 3 years at a national trust company, where she honed her expertise in estate planning for high net worth clients. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.  

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.

Jim works closely with BMO Wealth Management advisors and their clients, bringing together the expertise of our in-house tax and estate planning professionals to develop comprehensive wealth management strategies. He provides guidance on complex planning needs, including retirement planning, tax-efficient wealth transfer, cash management, estate and gift planning, business succession, transition planning, and philanthropy.

With more than 30 years of experience in the wealth management industry, Jim has served as a financial planner, Director of Financial Planning at a leading wealth management firm, and part-time professor specializing in financial planning education. He has taught at both Seneca College and the Canadian Securities Institute and has presented numerous seminars on tax and estate planning topics.

Taking a holistic approach to wealth planning, Jim collaborates with colleagues across BMO Wealth Management to help clients define and achieve their financial goals. By bringing together specialized expertise and a multidimensional perspective, he helps deliver customized planning solutions that complement the advice of clients’ other professional advisors. As a member of the Enterprise Wealth Planning team, Jim’s focus is on empowering clients with proactive, coordinated strategies designed to address complex financial situations and support their long-term objectives