BMO Nesbitt Burns
255 Queens Ave.
We are proud to work with some of the top professionals within BMO Private Wealth. Our core team has the ability to draw on the expertise of our partners for such things as Tax and Estate Planning, Business Succession Planning, and Insurance.
Adam Carter, CPA, CA, CBV, FEA
Vice President, Business Advisory & Transition Planning
Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.
Director, Estate Planning
Bruce is a member of the High-Net-Worth Specialized Planning Team who supports BMO Nesbitt Burns by providing comprehensive wealth and estate planning to successful Canadian families. Bruce is a lawyer who developed his expertise in estate planning over 30 years in private practice and with BMO.
Bruce earned an undergraduate degree from Western University and a law degree from University of Ottawa. He is a member of the Law Society of Ontario, several local County Law Associations and the Estate Planner’s Council of London.
Bruce and his wife Sharon live in Aylmer and have two adult children. When not at work Bruce enjoys outdoor activities with his family. Bruce is a Past President of the Kinsmen Club of Aylmer and the East Elgin Branch of the Canadian Cancer Society.
Vice President, Estate and Insurance Advisor
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.
David offers customized insurance solutions to our clients through our Estate and Insurance Advisory Services. The strategies he recommends are designed to preserve, enhance, transfer and protect the wealth our clients have created.
Leigh Vyn, CPA, CA, CFP, FEA
Director, Tax Planning
Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand client’s specific goals and objectives, she brings her 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, and family governance.
Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand. In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.
When not at work, Leigh and husband, Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails Ancaster offers.