Vice-President, Director of Tax Consulting Services
John joined BMO Wealth Management in 2007, following 13 years at international accounting firm PricewaterhouseCoopers, where he led a team of tax professionals in the High Net Worth Planning Group in downtown Toronto. He specialized in a broad range of tax and estate planning issues, including personal, corporate (public/private), trusts, partnerships, international and cross border, not-for-profit tax planning and assisted in the design of executive compensation plans. John is recognized as a prominent subject matter expert and spokesperson on tax and estate planning for national print and online media, and has also consulted on developing Canadian tax legislation.
John has strategic oversight of the Tax Consulting team, seasoned tax specialists who support BMO Wealth Management Advisors and their clients by advising high net worth professionals and families on practical and informed tax and estate solutions. Drawing on more than two decades of tax planning expertise, he acts as a trusted resource, leading high-level planning discussions, presenting tax seminars and writing timely commentaries on emerging developments in his field.