As a member of the Wealth Management Consulting team, Jason brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and income planning, tax planning, cash management, business succession, transition planning, estate and gift planning, and charitable giving.
Jason has over 7 years of experience in the financial services industry. Prior to joining BMO, he worked as a Financial Consultant creating comprehensive financial plans for his client base. Jason received the Certified Financial Planner designation in 2014 and the Chartered Life Underwriter designation in 2018.
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
As an Estate and Insurance Advisor with BMO Estate Insurance Advisory Services, Tyler Lindgren collaborates with Advisors to provide high level knowledge and expertise centered on insurance-based tax, estate and retirement planning solutions for business owners, professionals, executives and retirees. This collective approach enables Tyler to prepare customized strategies to enhance the client's financial position.
Tyler entered the financial services industry in 2007 after graduating from the University of Saskatchewan, College of Commerce and is currently working on his Certified Financial Planner Designation. Along with Mark Moulson, Estate & Insurance Advisor, Tyler serves Saskatchewan, Manitoba and Northern Ontario.
Tafaline Wall, MBA
Senior Private Banker, BMO Private Banking
Tafaline is a specialist in personal and commercial lending strategies. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones. Tafaline will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, she will help coordinate participation from your other advisors, such as lawyers and accountants.
Experience and Background: Tafaline graduated from the University of Regina, as well as Dalhousie University with an MBA. She also has obtained the Fellow of Institute of Canadian Bankers. She has held many retail and business banking roles in her 30 years of banking, all with Bank of Montreal. She joined the BMO Private Banking team in 2019 as a Senior Private Banker. Tafaline is an active community supporter, and currently serves on the Board of Directors, with The Hospitals of Regina Foundation. She also sits on the BMO for Women National Council.
What sets us Apart: Using a holistic approach, Tafaline collaborates with her colleagues in BMO Private Wealth to design integrated solutions to enable clients to help achieve their personal wealth goals. Tafaline’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Tafaline knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.
BMO Private Banking: We are a dedicated team of highly disciplined Banking, Investment, Estate & Trust, Financial Planning, Business Advisory and Philanthropic specialists. Planning focused, our solutions are informed by insight, expertise and a commitment to help clients realize their aspirations, at all stages of life