Tel: 905-304-8101

Address

BMO Nesbitt Burns
737 Golf Links Road
Unit #5
Ancaster, ON
L9K 1L5
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Contact Us

Our Partners

Leigh Vyn 
Director, Tax Planning at BMO Wealth Management

Leigh joined BMO Wealth Management in 2017. In addition to her accounting background at KPMG, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. Most recently, Leigh worked as a Business and Family Wealth Specialist where she focused on tax planning and wealth transfer strategies for high net worth clients and business owners. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.

Education & credentials
Chartered Professional Accountant (CPA, CA)
Certified Financial Planner (CFP)
Family Enterprise Advisor (FEA)
CICA in-Depth Tax Course

 

   

Adam Carter
VP, Business Advisory & Succession Planning at BMO Wealth Management​

Experience & background
Prior to joining BMO Wealth Management in 2018, Adam worked for KPMG since 2005. Working within the KPMG Corporate Finance Group for nine years, he advised private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financings, financial modeling & projections and corporate audits.

Education & credentials
Honours Business Administration (HBA), Ivey Business School
Chartered Professional Accountant(CPA)
Chartered Business Valuator (CBV)

 

 

Landon Hang
Director, Will and Estate Planning at BMO Wealth Management​

Experience & background 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.

Education & credentials
LL.B University of Windsor
J.D. University of Detroit Mercy
MBA University of Windsor
B.Comm. (Hons) University of Windsor
 

Linda Leung, CPA, TEP
Director, US Tax Planning

Linda is responsible for providing Investment Advisors and their clients with Canadian and US tax planning support. Before joining BMO Nesbitt Burns, Linda was a member of a global tax team at a large consulting firm where she assisted individuals in understanding the Canadian, US and international tax implications of their various forms of compensation. Prior to that, she was employed by a large, international accounting firm in their International Assignment Services and Small Business tax groups.
Linda has expertise in US personal tax matters and can provide guidance on cross-border personal income tax issues. In her previous role, Linda was also involved in the design and execution of global executive compensation and share plans.
Linda is a Certified Public Accountant (CPA) and a member of the Society of Trust and Estate Practitioners (TEP).
 

Adam Kerlinger, CFP, TEP, CLU
Director, Wealth Planning at BMO Wealth Management

Adam Kerlinger has ten years of experience in financial services, where he has worked closely with clients in planning for and achieving their financial goals for themselves and their families. As a Wealth Planning Consultant with BMO Private Wealth, Adam follows a structured process to deliver holistic and bespoke financial planning advice that gives clients certainty around their retirement, business succession, and helping their loved ones.

Adam is accredited as a Certified Financial Planner (CFP) with FP Canada, a Trust and Estate Practitioner (TEP) with STEP Canada, and a Chartered Life Underwriter (CLU) with Advocis. His designations reflect his financial expertise and enable him to provide straightforward, objective recommendations that help clients be better off. In his spare time, Adam and his partner like to enjoy cycling, travelling, and participating in local community initiatives.