Investment Advisor, Financial Planner
120 King Street West
31 King St.
St. Catharines, ON
80 King St., Suite 600
St. Catharines, ON
John’s areas of expertise include personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives and entrepreneurs.
Before joining BMO Nesbitt Burns, John was employed by a large, international accounting firm as a senior member of the Toronto High Net Worth tax practice. John has also assisted in the design and execution of executive compensation plans and has experience in a wide range of planning scenarios involving the taxation of individuals, corporations, trusts and partnerships. John is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER® and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B.Comm) from Queen’s University.
Frank Lapierre, CFP®, CLU
Estate and Insurance Advisor
Frank is an insurance expert with over 18 years experience. He specializes in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.
Frank creates solutions tailored to each unique situation by providing guidance to affluent families, professionals, entrepreneurs and business owners with putting the right pieces in place to protect what is most valuable in life. His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner.
Frank completed his Psychology BA at Wilfrid Laurier University, where he also later obtained a Diploma in Business Administration. His education is on-going and he holds the major industry designations of Certified Financial Planner® and Chartered Life Underwritter. Frank and his wife Sarah are new parents, so rare free time is consumed with golf, hiking and indulging their love of travel.
John M. Paniccia, CPA, CA, CBV
Business Advisory & Succession Planning - Central Canada
John is an experienced business advisor and brings a broad base of technical and business planning experience to BMO Wealth Management. John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.
John holds an Honours Degree in Business Administration from the Schulich School of Business, York University, and is a Chartered Accountant (CPA, CA) and a Chartered Business Valuator (CBV).
Chris Markou, LL.B, B.A. (Hons)
Senior Manager, Trusts and Estates - Central
As Senior Manager, Trusts and Estates in the Wealth Management Group, Chris provides guidance to BMO Nesbitt Burns Wealth Management Consultants and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate plans and with the administration of estates.
Prior to joining BMO Nesbitt Burns, 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. He provides support and direction on complex issues related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.
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.
Linda Leung, CPA, TEP
Director, US Tax Planning
Linda is responsible for providing Investment Advisors and their clients with Canadian and US tax planning support. Before joining BMO Nesbitt Burns, Linda was a member of a global tax team at a large consulting firm where she assisted individuals in understanding the Canadian, US and international tax implications of their various forms of compensation. Prior to that, she was employed by a large, international accounting firm in their International Assignment Services and Small Business tax groups.
Linda has expertise in US personal tax matters and can provide guidance on cross-border personal income tax issues. In her previous role, Linda was also involved in the design and execution of global executive compensation and share plans.
Linda is a Certified Public Accountant (CPA) and a member of the Society of Trust and Estate Practitioners (TEP).