Skip Navigation

Contact Us

Jeff Shatkosky
Alexandra (Alex) Adach

20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2

Bhanu Kendall – Financial Services Manager
Bhanu offers our clients a wealth of expertise in personal banking and specialized lending by drawing on his 7 plus years in the industry. His knowledge in banking and understanding of complex financing, allows him to customize solutions for our clients to meet their individual needs and provide a high level of personal service.  
Stuart Clark, MTax, TEP – Estate and 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.
Landon Hang, B.Comm, MBA, JD/L.L.B. – Director, Will and 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.

Adam E. Carter, CPA, CA, CBV - Business Advisor & Succession Planning
Adam provides guidance to private business owners and families throughout Southwestern 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.

Daniel G. Strickland, bMOS, JD, TEP - Senior Wealth Management Consultant
Edward P Korditsch CFP
®, CIM – Director, Wealth Planning
Daniel and Ed bring together the knowledge and experience of BMO’s in-house tax and estate experts and work with us and our clients to develop sound wealth management plans.
They advise clients on topics such as retirement planning, tax planning, business succession planning, farm succession planning and financial planning for people with disabilities.