Tel: 905-685-6277
Toll Free: 1800-267-8331

Address

BMO Nesbitt Burns
80 King Street
Suite 600
St. Catharines, ON
L2R 7G1
Map

Contact Us

Our Partners

Adam Kerlinger, CFP, TEP, CLU
Director, Wealth Planning

Adam Kerlinger has ten years of experience in financial services, where he has worked closely with clients in planning for and achieving their financial goals for themselves and their families. As a Wealth Planning Consultant with BMO Private Wealth, Adam follows a structured process to deliver holistic and bespoke financial planning advice that gives clients certainty around their retirement, business succession, and helping their loved ones.

Adam is accredited as a Certified Financial Planner (CFP) with FP Canada, a Trust and Estate Practitioner (TEP) with STEP Canada, and a Chartered Life Underwriter (CLU) with Advocis. His designations reflect his financial expertise and enable him to provide straightforward, objective recommendations that help clients be better off. In his spare time, Adam and his partner like to enjoy cycling, travelling, and participating in local community initiatives.

Chris Markou
Director, Estate Planning

Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team.

Chris draws on his prior experience as an estates lawyer in private practice to assist BMO clients with complex estate and trust planning solutions in a variety of contexts. He provides support and direction on matters related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.

Prior to joining BMO Wealth Management, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario. Chris has been actively involved in the community as a member of numerous boards and committees, and has chaired and presented at several programs for the Ontario Bar Association.

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

Leigh joined BMO Wealth Management in 2017. In addition to her accounting background at KPMG, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. Most recently, Leigh worked as a Business and Family Wealth Specialist where she focused on tax planning and wealth transfer strategies for high net worth clients and business owners. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.

John Kimpton
Estate and Insurance Advisor

With over 20 years experience in the Life Insurance and Financial Planning area, John is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Life Underwriter, a Trust and Estates Practitioner and an Elder Planning Consultant. John is a member of Advocis, the CLU Institute, the Financial Planning Standards Council of Canada and the Canadian Initiative for Elder Planning Studies.

Starting in the financial planning industry in 1990, he has worked with case files that range from straightforward to some of the most complex Tax and Estate planning strategies in the business. From this experience, he finds that most clients appreciate the process that he works with which includes:
  1. Goal identification and problem finding
  2. Life, Disability, Critical Illness and Long Term Care Insurances
  3. Estate planning to achieve tax mitigation, legacy maximization and philanthropic endeavors
  4. Corporate and personal risk management Intergenerational wealth planning
  5. Tax-efficient accumulation and income strategies