David Malyga, CMT, CIM
Investment Advisor
Our Partners
James Keene, CFP, TEP
Wealth Planning Consultant
As a member of the BMO High Net Worth Wealth Planning team, James brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals 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.
James joined BMO in 2007, beginning his career at BMO Nesbitt Burns as an Investment Representative (IR) with a Wealth Advisory Team serving clients in the Toronto area. Most recently James served as a Financial Planner specializing in Investment and Retirement planning at the retail branch. Before joining BMO, James spent two years with a large bank-owned brokerage firm. Drawing on his experience as a Certified Financial Planner®, his clients benefit from a depth of knowledge and an ability to simplify financial plans aimed at maximizing wealth.
John Kimpton, CFP, TEP
Estate and Insurance Advisor, Vice-President
We believe that wealth should remain in the control of those who created it. As the team of choice for successful Canadians, John's team brings to each engagement over 50 years of experience and the all resources of BMO Financial Group. The Kimpton Team is fortunate to work with a select group of affluent families, professionals, entrepreneurs and business owners to promote wealth and protect what is most valuable in life:
Goal identification and finding a unique tax-based solution to your objectives
Tax-efficient accumulation and income strategies
Intergenerational wealth transition planning for tax mitigation, legacy maximization and philanthropy
Corporate and personal risk management
Since joining the firm, John has drawn upon his years of experience working with BMO Partners and third-party client advisors to customize insurance-based solutions. Collaborating with a group of experts results in unique solutions for unique families. The Kimpton Team has the knowledge, expertise and the toolbox to help you achieve your financial objectives.
In addition to his multiple industry designations, in 2015 John was nominated as a member of the Conference for Advanced Life Underwriting (CALU), a national advocacy group working on advanced planning issues in cooperation with the three levels of government. John has a special interest in corporate and personal tax, focusing on ways to reduce or eliminate it from the client’s plan. Away from work, John enjoys golfing and spending time with his wife and two boys.
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.
Leigh Vyn, CPA, CA, CFP, FEA
Director, Tax Planning
Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand client’s specific goals and objectives, she brings her 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, and family governance.
Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand. In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.
When not at work, Leigh and husband, Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails Ancaster offers.
Adam Carter, CPA, CA, CBV, FEA
Vice-président, Services-conseils aux entreprises et planification de transition
Avant de se joindre à BMO Gestion privée en 2018, Adam a travaillé pour le groupe Financement corporatif KPMG, conseillant des propriétaires de sociétés privées dans plusieurs secteurs, avec des valeurs d’entreprise allant de 3 M$ à 100 M$ et plus, sur les cessions, les acquisitions, le contrôle diligent, les projections et la modélisation financières et les évaluations d’entreprise à diverses fins. Ses autres domaines d’expérience comprennent la restructuration d’entreprise et l’insolvabilité, le financement, les projections et la modélisation financière et les audits d’entreprise. Adam vise à développer des relations avec les clients par la communication ouverte, la confiance et un service exceptionnel. En s’appuyant sur sa formation et son expérience diversifiées, Adam conseille les propriétaires d’entreprises privées et les familles en Ontario dans les domaines de la relève d’entreprise, de la transition et de la croissance par acquisitions, les fusions et acquisitions côté vendeur et les évaluations dans un contexte de planification de patrimoine et de planification de retraite.