Our Partners

As a Private Banker Jason acts as a relationship manager for those clients requiring a high level of expertise and service in managing complex financial affairs. As the benefits of wealth rarely come without complications and challenges, Jason along with his team of talented professionals, challenge successful Canadian families to take action on what's important to drive exceptional outcomes today and through times of transition.

Jason has lived in Ottawa since 2001. His young family keeps him busy with skiing, music and exploring the outdoors.

Jason has worked at BMO since 1999 and joined the Private Bank in 2007. His current clientele represents a diversified mix of business owners and professionals who seek expert advice, delivered from a coordinated team of professionals.

Deborah has over 30 years’ experience in the Canadian Financial Services industry. In 2000, Deborah obtained the Certified Financial Planner (CFP) designation. She joined the Private Bank in 2013 as a Private Wealth Advisor after being a Financial Advisor for many years at another Financial Institution.

Deborah’s many years of experience dealing in investments, credit solutions and insurance solutions help her create detailed and comprehensive Wealth Plans for BMO Private Banking clients.

Carol brings over 30 years of legal experience with 17 years of dedicated wealth and estate planning expertise to her role. Carol came from a combination of private practice in law and consulting for clients from Asia to Europe in the areas of business structuring, succession planning and financing. She has taught both undergraduates and executives at the Queen’s University School of Business and Faculty of Law, in the fields of international business, law and ethics and most recently taught Wills and the Law of Succession to upper year law students at the University of Ottawa.

Now as Director, Estate Planning at BMO Private Wealth, Carol strives to provide meaningful, client-centered advice and solutions. She helps individuals and their families build a secure and purposeful legacy and find peace of mind in the context of their entire wealth story.

Carol assists clients from many backgrounds to comprehend their present circumstances and to develop that future legacy. By helping people focus on what is most important to them – their family, their community, financial security and more – she develops distinctive estate planning options for clients as part of an integrated team of wealth planning specialists that supports those clients through their entire life journey.

As a tax specialist, Louis-Philippe provides information and guidance to individuals and businesses relevant to today’s complex tax environment. In order to coordinate the best client solutions, Louis-Philippe often works directly with our clients’ lawyers and accountants. The goal is to always ensure that a well-rounded team of professionals is working to improve our clients’ situation.

Louis-Philippe is also fluent in both English and French. Louis-Philippe, holds both a Master of Taxation and the Trust and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning, and establishment of trusts. He has consulted on intergenerational transfers, estate planning and transfers to key employees. With over 12 years of experience in an accounting environment, 6 being at BMO, he has developed the ability to provide clear and concise advice to a variety of clients during their most stressful life events.

Husayn is a Director on the BMO Family Office Team where he is the primary contact for wealth professionals outside of the Quebec Market. He is responsible for coordinating the delivery of a specialized suite of services across investments, philanthropy, family governance, planning, and other areas of the business.

Prior to joining the Family Office Team, Husayn was a Partner in a family manufacturing business in charge of leading the growth of the US Business. Prior to this, Husayn spent 10 years in BMO’s Commercial business in various roles, including as Director, Diversified Industries – Corporate Finance Division, where he was responsible for the portfolio management of large public and private companies, and the credit underwriting of complex transactions.

Husayn holds a Bachelor of Arts in Economics from McGill University and was awarded the Dean’s Honour List and is a McGill University Scholarship Recipient. Husayn resides in Toronto.

Karen has more than 35 years of experience in the Financial Services & Insurance Industry. Karen provides comprehensive advice for personal and corporate estate and insurance. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on taxes and liquidity.

Her work is especially key toward delivering exceptional client experiences to all advisors and clients across Eastern Ontario.

Alexander is the Investment Strategist for the BMO family Office. He is responsible for Ultra High Net Worth client asset allocation, portfolio construction, with an emphasis on alternative investments and enhanced portfolio reporting.

Prior to BMO, Alexander was at one of the most prestigious financial firms for 11 years, working across trading, portfolio management and alternative investments. He led a number of fundraisings for Private Equity at the firm as well as other alternative managers. He also worked with clients developing portfolios using cross asset solutions.

Alexander is a Chartered Financial Analyst and completed his Bachelors of Commerce at the University of Toronto. He resides in Toronto with his wife and two children.