Toll Free: 1 800-558-4696

Address

BMO Nesbitt Burns
67 Brock Street
Kingston, ON
K7L 1R8
Map

BMO Nesbitt Burns
1 Court House Square
Brockville, Ontario
K6V 3X2

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Our Partners


To help you accumulate, manage and preserve personal wealth, BMO Nesbitt Burns provides a full range of wealth management solutions. 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.



Louis-PhilippeLouis-Philippe de Sève-Bergeron, Director, Tax Planning
BMO Private Wealth


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 GowdyKaren 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.



 

Tyler Klinck, Director, Wealth Planning
BMO Private Wealth


Tyler has been in the Wealth Management industry for over a decade.  He's experienced with the creation, recommendation and implementation of complex financial plans to service high net worth families and individuals.  Tyler knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.


 

Pam Wheeler, Director, Trust Services
BMO Private Wealth

Pamela administers a diverse account portfolio of Estates, Trusts, EnCircle and Continuity Accounts. She works closely with clients to ensure a meaningful and enriching experience with BMO Private Banking.  Using a holistic approach, Pamela collaborates with her colleagues to design integrated solutions to enable clients to help achieve their personal wealth goals. Pamela’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
   
 
Carol WilesCarol Willes, Director, Will & Estate Planning
BMO Private Wealth
 
Carol assists high net worth clients from many backgrounds to understand their present and to develop their future legacy. By helping clients focus on what is most important to them – family, philanthropy, security and more – she develops unique estate planning options as part of an integrated team of wealth planning specialists that support clients through their life journey. Carol holds a Master of Laws, Master of Business Administration and worked for a number of years in private practice of law.