Our Partners

With almost 25 years of experience, Noel understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, he brings his extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.

Noel can skillfully take complex tax and estate planning issues and considerations, and speak to clients in a way that they can easily understand these issues.

Noel joined BMO Wealth Management in 2017. In addition to his tax/accounting background of almost 18 years at Deloitte & Touche  LLP, he has extensive experience in the investment industry as well, including working at a large fund management company. Most recently, Noel worked as a Tax Planning & Consulting Specialist where he focused on tax planning and wealth transfer strategies for high net worth clients and business owners.

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).

John is an experienced business advisor and brings a broad base of technical and business planning experience to BMO Wealth Management. John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.

John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.

Trish has over 30 years of financial services experience in high net-worth client relationship management, business development and retail banking.

As a Wealth Planning Consultant and member of the BMO Wealth Planning, Trust, Estate & Insurance Advisory Services Team, Trish partners with Wealth Professionals and their clients to provide expertise and guidance in managing wealth. Trish works closely with individuals and families to understand their goals and unique circumstances, tailoring the planning process to meet their needs. Leveraging the strength of BMO’s in-house tax and estate specialists, she provides holistic, comprehensive wealth planning advice and customized solutions to address cash flow, retirement planning, and tax and estate planning. Trish holds an MBA from York University, and the Certified Financial Planner and Certified International Wealth Manager designations.

When not at work, Trish enjoys spending time with family, paddling a lake, and photographing nature.