As a member of the Wealth Management Consulting team, Piero 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 distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning. Piero has a Business Degree, is a member of the Financial Planning Standards Council, Society of Trust and Estate Practitioners and the CFA Society of Toronto.
Chris Markou, LL.B, BA (Hons)
Director, Estate Planning
Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team.
Chris 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. He 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.
Prior to joining BMO Wealth Management, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario. Chris has been actively involved in the community as a member of numerous boards and committees, and has chaired and presented at several programs for the Ontario Bar Association.
Director, Tax Planning
With almost 25 years of experience, Noel understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, he brings his extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.
Noel can skillfully take complex tax and estate planning issues and considerations, and speak to clients in a way that they can easily understand these issues.
Noel joined BMO Wealth Management in 2017. In addition to his tax/accounting background of almost 18 years at Deloitte & Touche LLP, he has extensive experience in the investment industry as well, including working at a large fund management company. Most recently, Noel worked as a Tax Planning & Consulting Specialist where he focused on tax planning and wealth transfer strategies for high net worth clients and business owners.
Linda Leung, CPA, TEP
Director, U.S. Tax Planning
Linda advises high net worth business owners and professionals on how to efficiently structure their U.S. and Canadian assets, providing specialized tax solutions as part of an integrated wealth planning team. Drawing on 25 years of leadership within the cross-border field, Linda’s clients benefit from in-depth technical expertise, facilitating high-level planning discussions, while addressing a wide range of situations across U.S. income and estate tax, and Canadian income tax considerations.
Linda joined BMO Wealth Management in 2010, following 10 years of leading a global tax team at a large consulting firm, where she specialized in individual tax considerations with regards to employees relocating permanently or temporarily from/to U.S. and Canada. Previously, she was a Tax Manager in the Small Business and International Assignment Services groups at PricewaterhouseCoopers, a large international accounting firm.
Estate and Insurance Advisor
Conor believes that legacy is everything. As an Estate Insurance Advisor at BMO Private Wealth, he works with select individuals and business owners to help them optimize their financial plan. This includes estate planning as well as tax planning strategies involving insurance. Each client has their own unique set of goals and objectives, and Conor specializes in building custom solutions to meet their needs and to help these client integrate the solutions into their overall financial plan.
David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.
David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.
If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.
If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.
Senior Private Banker, BMO Private Banking
Silvia creates banking packages and credit solutions for her clients and their families. She then draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients. To ensure a very personalized service and attention to detail, Silvia works with a very limited number of clients and their families.