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Al Rocca
Louise Somerset

Tel: 705-675-8982
Toll Free: 1800-450-7655
Fax: 705-675-8936

Address
BMO Nesbitt Burns
27 Cedar Street
Suite 301
Sudbury, ON
P3E 1A1
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Our Partners

Phil Comtois
Estate and Insurance Advisor, Senior Vice President at BMO Estate Insurance Advisory Services

With over 20 years in the estate planning and insurance industry, Phil has been with BMO Estate Insurance Advisory Services since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other Advisors, including lawyers and accountants.

In addition to his advisory role, Phil plays a key role on the division’s management team as an ambassador for Estate and Insurance Advisors across Canada. In this position, Phil leverages his experience as a top performing advisor to create opportunities and tools that will help Estate and Insurance Advisors in becoming successful advisors and leaders in their field.
 

Carol Wiles BComm, LLB, MBA, LLM
Director, Will & Estate Planning at BMO Wealth Management

Carol assists high net worth clients from many backgrounds to understand their present and to develop their future legacy.  By helping clients focus on what is most important to them – family, philanthropy, security and more – she develops unique estate planning options as part of an integrated team of wealth planning specialists that support clients through their life journey.  Carol is an engaging speaker and enjoys working with both individuals and groups to discover the interesting world of estate planning.

Outside the office Carol can be found learning to sing and helping out with her son’s canoe and kayak club.

“I strive to provide meaningful, client-centered advice and solutions to help real people build their legacy and find peace of mind in the context of their entire wealth story.”
 

Adam Carter, LLB, MBA, LLM
Vice President, Business Advisory & Succession Planning

Prior to joining BMO Wealth Management in 2018, Adam worked for KPMG since 2005. Working within the KPMG Corporate Finance Group, he advised 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, financings, financial modeling & projections and corporate audits.
 

Deborah Desforges, CFP
Director, Will & Estate Planning

As a wealth planning specialist, Deborah works with individuals and business owners to provide comprehensive financial planning advice and solutions. Deborah has over 30 years of experience in the Canadian financial services industry. She joined the Private Bank in 2013 as a Private Wealth Advisor after being a Financial Advisor for many years at another financial institution.

Deborah's goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehesive and customized solutions, resolving complex situations through coordinated and proactive wealth plans. 
 

Louis-Philippe de Seve-Bergeron
Director, Tax Planning

Louis-Philippe aims at providing information and guidance relevant to the complex tax environment individuals and businesses live in today. To coordinate the best client-focused solutions, he often works with our clients’ external lawyers and accountants. The goal is to ensure that a well-rounded team of professionals is working to improve our clients’ situation.  Louis-Philippe, a lawyer holding a Master of Taxation and the Tax and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning, and establishment of trusts.
 



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