Portfolio Manager, Investment Advisor
Toll Free: 866-290-2434
210 Front Street
BMO Bank of Montreal
62 King Street West
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.
Ahmad Bakhshai, Director, Wealth Planning, BMO Wealth Management
Ahmad advises high net worth families and business owners on holistic wealth management solutions as part of a team of Wealth Planning Consultants and technical specialists. Drawing on his extensive industry experience and knowledge, and the collective technical proficiency of the specialists, Ahmad facilitates a superb client experience that delivers customized solutions that address the unique and complex needs of high net worth clients. Ahmad’s team often collaborates with the clients’ accountants and lawyers in developing the wealth plans that address retirement, tax, trust & estate, business succession,and philanthropic planning.
Louis-Philippe de Sève-Bergeron, Director, Tax Planning
BMO Wealth Management
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 Nesbitt Burns Financial Services
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 Wealth Management
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.