Wealth and Tax Planner at BMO Nesbitt Burns
Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving, creating tailored solutions for a diverse group of clients.
Holly joined BMO Wealth Management in 2017 after an extensive career in public accounting, including progressively senior tax roles at Deloitte and Grant Thornton LLP. During this time Holly focused on tax and estate planning issues related to individuals, privately held corporations, trusts and estates.
Education & Credentials
Chartered Professional Accountant (CPA, CA)
CPA Canada In-Depth Tax Course (attended and served as an instructor)
Trust and Estate Practitioner (TEP)
Member of the Canadian Tax Foundation
Member of the Estate Planning Council of Vancouver