BMO Nesbitt Burns
595 Burrard Street
Director, Estate Planning, BMO Private Wealth
Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.
Sue knows how to navigate the nuances and complexities of wealth management so that clients have confidence that their goals are within reach.
Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.
Sue holds an LL. B from Western University and is a member of the Law Society of Ontario, the Canadian and Ontario Bar Association and is a former Vice Chair of the WSIB Appeals Tribunal.
Sue uses a holistic approach and collaborates with BMO Private Wealth to design integrated solutions to enable clients to help acheive their personal wealth objectives. Sue's goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans.