Joanne Coker

Wealth Advisor

Tel: 613-967-2250
Tel: 613-476-9794
Tel: 1800-647-3998

Address

BMO Nesbitt Burns
210 Front Street
Belleville, ON
K8N 2Z2
Map

BMO Nesbitt Burns
BMO Bank of Montreal
115 Main Street
Picton, ON
K0K 2T0

Contact Me

Our Partners


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 Private Wealth, we have the services and resources you need to reach your financial goals.




Louis-Philippe de Sève-Bergeron, Director, Tax Planning
BMO Private Wealth


Louis-Philippe aims at providing information and guidance relevant to the complex tax environment individuals and businesses live in today. To coordinate the best client-focused solutions, he often works with our clients’ external lawyers and accountants. The goal is to ensure that a well-rounded team of professionals is working to improve our clients’ situation.  Louis-Philippe, a lawyer holding a Master of Taxation and the Tax and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning, and establishment of trusts.

 

Karen Gowdy, Estate & Insurance Advisor, BMO Nesbitt Burns Financial Services
BMO Private Wealth


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.




 

Tyler Klinck, Director, Wealth Planning
BMO Private Wealth


Tyler has been in the Wealth Management industry for over a decade.  He's experienced with the creation, recommendation and implementation of complex financial plans to service high net worth families and individuals.  Tyler knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.



 
 
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.


 


Tara Whalen, Private Banker
BMO Private Wealth


Tara assists high net worth clients with their banking & lending in order to help them reach their business and personal financial objectives. Tara works with a team of experienced lending specialists to create customized borrowing strategies that aligns with each client's specific needs, helping them choose the right solutions that allow them to access the funds they need, while striving to reach their immediate and long-term goals. She can also help clients secure financing through Personal and Professional holding companies, leverage life insurance, monetize investment holdings to free up cash, and fulfill other complex personal borrowing requirements.