When Jennifer first meets with clients, she takes the time to uncover their specific goals and concerns. Common concerns are retirement planning, estate planning and business succession planning. Once Jennifer has gathered as much quantitative and qualitative information as she can, she draws from her own knowledge and experience as well as the knowledge and  experience of the specialized planners at BMO Wealth Management, to provide tailored wealth planning solutions to meet each client’s specific needs. Maximizing wealth is one of the many benefits of having a plan prepared. However, the reduced stress and anxiety surrounding money matters reported by clients after going through this process, is what Jennifer finds most satisfying about her role.

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 at Fanshawe College and volunteered as a mentor in the Goodwill Financial Literacy Program.

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.

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.

Mandy recently joined the BMO Nesbitt Burns team as an Associate Private Banker after 13 years with BMO in successive roles including Customer Service Representative, Financial Services Manager and Private Banking Assistant.  Mandy acts as a single point of contact for BMO Nesbitt Burns clients in all day to day banking needs, loan and mortgage requirements and works closely with your Investment Advisor to ensure all of your financial goals and objectives are met.

Mandy delivers exceptional client experience by bringing positive energy and a solution mindset to every interaction. She resides in Komoka, ON and enjoys spending time outdoors with her two young daughters.  She is a passionate advocate and supporter of the Ronald McDonald House. 

Elizabeth provides estate planning guidance to high and ultra high net worth individuals, families and business owners in the context of their personal wealth and business succession planning.  Her background as an estates lawyer and over 20 years of experience in the wealth management industry allow Elizabeth to facilitate wealth transfer decision-making for clients and assist them with action planning regarding their legacy goals (financial and non-financial).  Her modern approach focuses on the well-being and personal empowerment of clients by bringing them peace of mind and encouraging the pursuit of personal fulfillment.

She works collaboratively with internal and external advisors in order to ensure that all aspects of a client’s wealth plan support their estate planning, succession and legacy goals. She has LL.B. and B.Comm. degrees from McGill University and is a member of both the Law Society of Ontario and the Society of Trust and Estate Practitioners (STEP).

Lisa is a member of the Society of Trust and Estate Practitioners (STEP) and is involved with the Estate Planners Council of London. She is past president of the Canadian Association of Gift Planners and has been a volunteer with the North London Hockey Association and the London Junior Mustangs over the past 11 years. Lisa and her husband Rob live in London and have two boys. When not at work, Lisa enjoys
spending time with her family and cheering on her favourite sports teams.

Lisa has over 30 years of experience in assisting with the disposition and settlement of estates as well as providing financial care and management solutions for clients and their families to manage their wealth plans in the event of health or incapacity issues.