BMO Nesbitt Burns
1600 Carling Ave.
Phil provides clients with comprehensive advice on all their personal estate, corporate estate and insurance needs. The knowledge acquired over his 15 years in the estate planning and insurance industry allows him to advise clients on estate creation and preservation techniques, as well as corporate financial security planning.
Estate & Insurance Advisor, BMO Nesbitt Burns
Phil has worked extensively in developing tax-planning ideas to help enhance retirement needs and create additional tax shelters. His well-rounded approach assists clients in planning for today and the future.
Louis-Philippe de Seve-Bergeron
Louis-Phillipe 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.
Director, Tax Planning, BMO Wealth Management
Louis-Phillippe, 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.
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.
Director, Will & Estate Planning, BMO Wealth Management
Carol strives 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.
Deborah Desforges, CFP
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.
Director, Wealth Planning
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.