Portfolio Manager & Wealth Advisor
BMO Nesbitt Burns
979 Bank Street, 6th Floor
Carol Willes, MBA, LLM, TEP
Director, Estate Planning
Carol brings over 25 years of legal experience with 12 years of dedicated wealth and estate planning expertise to her role. Always striving 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 affluent 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.
Estate and Insurance Advisor, Senior Vice President
With over 20 years in the estate planning and insurance industry, Phil has been with BMO Estate Insurance Advisory Services since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other Advisors, including lawyers and accountants.
In addition to his advisory role, Phil plays a key role on the division’s management team as an ambassador for Estate and Insurance Advisors across Canada. In this position, Phil leverages his experience as a top performing advisor to create opportunities and tools that will help Estate and Insurance Advisors in becoming successful advisors and leaders in their field.
Director, Wealth Planning
Aziz collaborates with his colleagues at BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Aziz’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans. Prior to joining BMO Private Wealth, Aziz practiced in the areas of tax planning and advisory with two accounting firms for over 10 years.