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BMO Nesbitt Burns
203-649 Scottsdale Dr.
Guelph, ON
N1G 4T7
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Our Partners

Our Partners

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.

Edward P. Korditsch, CFP, CIM
Director, Wealth Planning

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. 

Landon Hang, B.Comm (Hons), MBA, JD/LL.B, TEP
Director, Estate Planning

Landon works with clients and other members of the Enterprise Wealth Management Group to prepare estate plans for clients which includes wills, estates & trusts, business & tax planning, and other complex issues which may be unique to each client.   Landon can help with understanding the importance and intricacies of having a sound estate plan ensuring clients’ wishes and concerns are addressed, providing peace of mind and aiming to optimize a client’s financial position.

Prior to joining the BMO Enterprise Wealth Management Group, Landon practiced in a regional firm in the solicitors department with a focus on wills & estates, corporate commercial, and real estate law.  Landon is able to draw from his past experience to provide clients with comprehensive support with their estate planning needs involving complex issues.

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.

Sandy Bell, MTI
Director, Trust Services

Sandy works very closely with senior clients to ensure they are well supported through times of transition. She administers a diverse portfolio of Estate, Trusts, encircle and Continuity accounts. On the personal side, Sandy enjoys spending time with her husband, watching their two young children play hockey. She also loves to travel and spend long days at the beach. Sandy is a member of the Waterloo Wellington Estate Planning Council and also the Treasurer of her local public school parent council.

Nilab Balooch
Associate Private Banker

Nilab has been in the financial services industry, with BMO for over 10 years. During that period of time, she acquired a wide array of skills and expertise. She began her career with BMO in 2011, at the Customer Contact Center, as an Everyday Banking Agent. Shortly afterward, she transitioned into a lending specialist role. Her primary responsibility was to help Canadian clients with their day to day banking and lending needs over the phone. In 2014, Nilab expanded her skillset by assisting clients face to face in a physical branch, as a Financial Services Manager. After excelling in that role, she was promoted to a Senior Banker, Nesbitt Associate in 2018. Her primary responsibility was to provide clients with exceptional wealth management solutions to meet their financial goals. Again, she was promoted shortly afterwards and is now an Associate Private Banker for BMO Private Banking. She is a well-rounded Associate Private Banker that will be of great value to you.

Stuart Clark, M.Tax, TEP
Estate & Insurance Advisor

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.

Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.

Joanne Machado, M.Tax, TEP
Senior Estate & Insurance Marketing Associate

Joanne has been in the insurance industry for almost 20 years, is licensed and has the experience and extensive knowledge of Term, Permanent life, Disability, Critical Illness and Long Term Care insurance.  She currently handles the processing of all new business and inforce requests for the Waterloo Insurance team.

Prior to joining BMO Nesbitt Burns in 2013, Joanne was a licensed Insurance Associate for another reputable financial institution in the region and from 2003 to 2008 she supported various individual advisors through the distribution channel of a leading insurance distributor.

When Joanne is not working she enjoys travelling with her family.