Zeina Khalife, LL.B., LL. M. (Tax), F. Pl.
Financial Security Advisor, Estate and Insurance Advisor
Zeina advises high net worth families, professionals, and entrepreneurs on specialized estate, tax, and insurance solutions. She is known for her ability to simplify complex matters and deliver practical, well informed strategies related to wealth transfer, new family wealth, tax planning, and philanthropy. Zeina joined BMO in 2011, following several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.
Olivier Paquin
Director, Tax Planning
Olivier is part of the specialized planning team within BMO Wealth Management where he acts as a tax and estate planner. His main focus is to assist high net worth clients and their families in reaching their objectives by making complex tax issues understandable, managing risks and identifying opportunities.
Olivier was called to the Quebec Bar in 2012. After completing his master’s degree in taxation, he worked for a well-known law firm based in Montreal where he advised business owners and professionals on a multitude of corporate, personal, and trust taxation issues. He also provided tax planning assistance on many corporate reorganizations, and business transfers.
Olivier joined BMO Wealth Management in 2016. He works in collaboration with professionals at BMO Private Wealth.