Tax

With almost 25 years of experience, Noel understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, he brings his extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.

Noel can skillfully take complex tax and estate planning issues and considerations, and speak to clients in a way that they can easily understand these issues.

Noel joined BMO Wealth Management in 2017. In addition to his tax/accounting background of almost 18 years at Deloitte & Touche  LLP, he has extensive experience in the investment industry as well, including working at a large fund management company. Most recently, Noel worked as a Tax Planning & Consulting Specialist where he focused on tax planning and wealth transfer strategies for high net worth clients and business owners.