Our Partners

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.
 
Laura is a Certified Financial Planner professional, a Trust and Estate Practitioner and graduated with distinction from Wilfrid Laurier University’s Honours Bachelor of Business Administration Co-op program.  Laura joined BMO Private Wealth in 2010.  Prior to this, Laura worked with the Business Development Bank of Canada (BDC) as a Senior Commercial Account Manager.  Her time at BDC was preceded by her role as Senior Commercial Account Manager at RBC Royal Bank.   With her background in commercial banking Laura brings a strong understanding of the opportunities and complexities faced by business owners.   With her industry knowledge and attention to detail she has the ability to break down complex strategies into easily comprehensible and motivational action plans.

Jennifer is a graduate of Wilfrid Laurier University’s Bachelor of Business Administration Program. After working three years as a Commercial Account Manager at BDC, Jennifer joined BMO in 2015 as a Relationship Manager. Jennifer has experience managing a portfolio of mid and upper mid market business clients from a wide variety of industries. In May 2021, Jennifer joined BMO Private Wealth as a Private Banker servicing the Central Ontario region.

In her spare time, Jennifer enjoys boating, camping, travelling and spending as much time as she can outdoors with her spouse and Golden Retriever.

Maria has been in the Trust Industry for 20 years, and has worked with individuals and families in providing Estate, Trust, Incapacity, and Agency solutions.

As Director and Senior Trust Officer Maria is responsible for managing a complex book of accounts, and services clients throughout the GTA North region. Maria works effectively with executors and beneficiaries, and provides them with peace of mind, knowing there is stability and continuity in the relationship. She is dedicated to her clients and provides a personalized service tailored to their specific needs.

Maria brings to each client the necessary skill set to provide both technical expertise and sensitivity to the complexities of each unique client scenario.
Maria is a member of the Society of Trust and Estate Practitioners (STEP).