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Stuart Clark, MTax, TEPEstate & Insurance Advisor at BMO Estate Insurance Advisory Services
Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.
Stuart will work as a member of your BMO Wealth Management team to ensure that any strategies proposed will complement your wealth plan and enable you to more efficiently reach your family wealth planning goals. As an integral component of your BMO Wealth Management team, Stuart will coordinate participation and strategize with the BMO Wealth Management team and external advisors, such as lawyers and accountants to ensure the most effective results for our clients.
Edward P. Korditsch , CFP, CIMDirector, Wealth Planning at BMO Wealth Management
Edward advises high net worth individuals, families, professionals and business owners on comprehensive wealth planning solutions. As part of an integrated wealth planning team Edward provides comprehensive planning advice in areas such as retirement planning, tax planning, risk management and estate planning. Drawing on his extensive planning acumen, Edward helps clients articulate and understand their objectives giving them peace of mind.
Edward is a sports enthusiast and likes to spend his free time helping to coach his children’s hockey teams.
Edward Joined BMO Wealth Management in 2017 with over 19 years of experience in the wealth management industry as a Financial Advisor at a bank owned firm and as a Regional Director of the Estate & Financial Planning department of a large insurance company.