Director, Wealth & Tax Planning at BMO Wealth Management
Holly joined BMO Wealth Management in 2017 after an extensive career in public accounting, including progressively senior tax roles at Deloitte and Grant Thornton LLP. During this time Holly focused on tax & estate planning issues related to individuals, privately held corporations, trusts & estates.
Holly provides tax & estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving, creatng tailored solutions for a diverse group of clients.