Tel: 705-675-8927

Address

BMO Nesbitt Burns
27 Cedar Street
Suite 301
Sudbury, ON
P3E 1A1
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Our Partners

Our Partners 

Phil Comtois
Estate & Insurance Advisor, BMO Nesbitt Burns

Phil provides clients with comprehensive advice on all their personal estate, corporate estate and insurance needs. The knowledge acquired over his 15+ years in the estate planning and insurance industry allows him to advise clients on estate creation and preservation techniques, as well as corporate financial security planning.

Phil has worked extensively in developing tax-planning ideas to help enhance retirement needs and create additional tax shelters. His well-rounded approach assists clients in planning for today and the future.

 

Deborah Desforges, CFP
Director, Wealth Planning

As a wealth planning specialist, Deborah works with individuals and business owners to provide comprehensive financial planning advice and solutions. Deborah has over 30 years of experience in the Canadian financial services industry. She joined the Private Bank in 2013 as a Private Wealth Advisor after being a Financial Advisor for many years at another financial institution.
Deborah's goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehesive and customized solutions, resolving complex situations through coordinated and proactive wealth plans. 
 

Louis-Philippe de Seve-Bergeron
Director, Tax Planning, BMO Wealth Management

Louis-Phillipe 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-Phillippe, 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.
 

Carol Willes 
Director, Will & Estate Planning, BMO Private Wealth

Carol assists high net worth clients from many backgrounds to understand and develop their present and 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 strives to provide meaningful, client-centered advice and solutions to help real people build their legacy and find peace of mind in the context of their entire wealth story.
 



Read more about the values that underpin our approach.