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Abe Gottesman
Victoria Karkar

Tel: 416-359-7721

Address
BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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James Murphy

Sr Wealth Planning Consultant, BMO Wealth Planning 


Tel: 416-359-5980 

Email: JamesP.Murphy@bmonb.com


Jim brings together the knowledge and experience of our in-house tax and estate professionals. Jim works with advisors and their clients to develop sound wealth management plans. He provides support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.

Jim has over 20 years of professional experience in the wealth management industry as a financial planner, a director of financial planning at a major wealth management firm and a part-time professor teaching financial planning courses. He has taught at both Seneca College and The Canadian Securities Institute. Jim has given numerous seminars on tax and estate.

Using a holistic approach, Jim collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Jim’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.