Tel: 905-373-1507
Toll Free: 1 800-934-9992
Fax: 905-373-9331

Address

BMO Nesbitt Burns
76 King Street W
Cobourg, ON
K9A 2M3
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Contact Us

Our Partners



Through partnerships across BMO Financial Group, we have access to a full spectrum of resources to address the Wealth Management needs of clients including estate and insurance, wealth planning, business succession and more. 
 

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 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.


 
 



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


 

Carol Willes, Director, Will & Estate Planning
BMO Private Wealth

Carol assists high net worth clients from many backgrounds to develop their future legacy.  By helping clients focus on what is most important to them – family, philanthropy, security and more – she develops unique estate planning options as part of an integrated team of wealth planning specialists that support clients through their life journey. As Director, Will & Estate Planning at BMO Private Wealth, Carol strives to provide meaningful, client-centered advice and solutions to help real people build their legacy and find peace of mind in the context of their entire wealth story.

 

Laura Wilson, Director, Wealth Planning
BMO Private Wealth

Laura is a wealth planning specialist, providing comprehensive wealth planning advice to high net worth individuals and their families. Working as part of a broader planning team, Laura regularly advises clients on a wide range of topics, including retirement strategies, tax and estate planning, charitable giving, trust planning, and asset protection strategies.

 

 

Adam Carter, Vice President, Business Advisory & Transition Planning
BMO Private Wealth

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising 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, financing, financial modeling & projections and corporate audits. Adam provides guidance to private business owners and families throughout 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.