Meet the Team

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising 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, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

Kari joined the BMO Financial Group in 2007 and has spent her entire career working directly with clients. With work experience as an associate at BMO Private Banking at First Canadian Place, Kari has also spent time as a Financial Planner in Yorkville, helping clients with their investment, retirement, and estate planning needs. Currently, Kari works as a Private Banker and has had this role since 2015.

Through a proactive approach and focus on client's individual needs, Kari assembles and coordinates a customized team of BMO Private Banking specialists in many areas, including investment management, trust and estate, philanthropy, succession planning and concierge services.

Empowering clients with comprehensive and customized solutions for complex situations through a coordinated and proactive wealth plan is Kari's objective. Knowing how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach is crucial to the team

Andy is a dedicated professional helping people preserve and grow their wealth. With an expertise in Canadian income tax, Andy assists clients on business structures, succession and estate planning, owner- manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning strategies.

Drawing on public practice experience, he offers a depth of practical insight, as well as the unique ability to translate complex tax concepts into efficient strategies clients can easily comprehend.

Andy joined BMO Wealth Management in 2014, after filling progressively senior management roles in the domestic tax practice of Grant Thornton LLP, where he developed and implemented tax planning strategies for business owners and high net worth individuals.

Danielle is a national leader in philanthropic advisory services, providing strategic guidance to affluent individuals, families, and business owners on charitable giving, Donor-Advised Funds, and private foundations. Drawing on more than 25 years of experience across Canada’s charitable sector, Danielle helps clients design and implement impactful philanthropic strategies that align with their values, financial objectives, and legacy aspirations. Recognized for deep expertise in philanthropy, charitable governance, and strategic granting, Danielle partners with clients to navigate complex giving decisions and maximize the effectiveness of their charitable investments.

Michael has over 15 years’ experience helping High Net Worth families across Canada plan for their futures, by understanding what is important to them and creating comprehensive Wealth Plans to guide them, with a focus on risk management, retirement planning, family trusts, complex corporate structures, and estate planning needs. Previously, Michael worked in a boutique insurance advisory practice focused on estate planning and life insurance solutions for High Net Worth professionals.
Michael graduated from The University of Toronto with an Honours Bachelor of Science degree. He has a Graduate Certificate in Professional Financial Services and holds a CERTIFIED FINANCIAL PLANNER® designation, a Certified Health Insurance Specialist (CHS) designation, and is a member of the Society of Trust and Estate Practitioners (STEP).

James provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.

He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.