BMO Nesbitt Burns
255 Queens Ave.
Jennifer Morrison, CFP, TEP
Jennifer has 20 years of experience working in the financial services industry, with a focus on financial planning for high net worth professionals and business owners. Before joining BMO Wealth Management she worked as a financial planner at a medium sized financial services firm. She is an advocate of financial literacy; she was a part time professor at the Lawrence Kinlin School of Business atFanshawe College and volunteered as a mentor in the Goodwill Financial Literacy Program.
Senior Wealth Planning Consultant
Estate & Insurance Advisor, Vice-President
David works closely with you and your advisors to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilities that exist within your estate plans, or help maximize your philanthropic desire. David will bring these ideas to life with customized recommendations tailored to your goals.
Prior to joining BMO Estate and Insurance Advisory Services, David worked with a major Canadian insurance organization for twenty years where he held many senior leadership roles. During that time David had extensive involvement in organizational strategy, product pricing, product design, client service, distribution, advanced planning, and marketing. David has been a frequent speaker at industry and client events across Canada and the United States.
Bruce Farnell, BA, LLB
Director, Will & Estate Planning
Bruce applies over 30 years of legal experience to assist successful Canadian families to take action on the estate and trust issues that matter to them. Bruce collaborates with his colleagues in Enterprise Wealth Planning to provide comprehensive wealth plans to High Net Worth clients.
Bruce joined BMO Wealth Management in 2011 after 25 years in private practice where he gained expertise in many areas of law including, wills & estates, real property and family law. Bruce was called to the Bar of Ontario in 1986.