BMO Nesbitt Burns
311 George Street N
BMO Nesbitt Burns
645 Lansdowne St. W.
To help you accumulate, manage and preserve personal wealth, BMO Nesbitt Burns provides a full range of wealth management services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.
Karen Gowdy, Estate & Insurance Advisor, BMO Nesbitt Burns Financial Services
Karen has more than 30 years of experience in the financial services and insurance industry. She works with our team to review a broad range of financial issues important to every client. She works in the disciplines of estate, insurance and tax planning.
Chris Markou, Director, Will & Estate Planning, BMO Private Wealth
Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team. He draws on his prior experience as an estates lawyer in private practice to assist BMO clients with complex estate and trust planning solutions in a variety of contexts. Chris provides support and direction on matters related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.
Pam Wheeler, Director, Trust Services
BMO Private Wealth
Pamela administers a diverse account portfolio of Estates, Trusts, EnCircle and Continuity Accounts. She works closely with clients to ensure a meaningful and enriching experience with BMO Private Banking. Using a holistic approach, Pamela collaborates with her colleagues to design integrated solutions to enable clients to help achieve their personal wealth goals. Pamela’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.