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Boris Nikolovsky

Portfolio Manager, Investment Advisor

Toll Free: 866-290-2434
Tel: 905-372-4551

Boris Nikolovsky
Cory Hazael
Jennifer Perry

Address
BMO Nesbitt Burns
76 King Street W
Cobourg, ON
K9A 2M3
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To help you accumulate, manage and preserve personal wealth, BMO Nesbitt Burns provides a full range of wealth management services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.



Louis-Philippe de Sève-Bergeron, Director, Tax Planning
BMO Private Wealth


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.
 

Karen Gowdy, Estate & Insurance Advisor 
BMO Private Wealth

Karen has more than 30 years of experience in the financial services and insurance industry. She works with our team to review a broad range of financial issues important to every client. She works in the disciplines of estate, insurance and tax planning.


 
 
 
Chris Markou, Director, Will & Estate Planning
BMO Private Wealth
Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team. He 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. Chris 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.
 

Pam Wheeler, Director, Trust Services
BMO Private Wealth

Pamela administers a diverse account portfolio of Estates, Trusts, EnCircle and Continuity Accounts. She works closely with clients to ensure a meaningful and enriching experience with BMO Private Banking.  Using a holistic approach, Pamela collaborates with her colleagues to design integrated solutions to enable clients to help achieve their personal wealth goals. Pamela’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
 
 
Carol Willes, Director, Will & Estate Planning
BMO Private Wealth
 
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 holds a Master of Laws, Master of Business Administration and worked for a number of years in private practice of law.