Tel: 204-949-2273

Address

BMO Nesbitt Burns
1700 - 201 Portage Avenue
Winnipeg, MB
R3B 3K6
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Contact Us

Our Partner

Our Partners

Kimiko Comeau, CFA 
Director, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.

Jennifer Muscoft, CPA, CA, TEP 
Director, Tax Planning

Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.

Mark Moulson, CFP, CLU, TEP, RHU 
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

With over 28 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of our clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize taxes.

Mark is a member of Advocis, the Society of Trust and Estate Planners, and the CIFP. An active member of his church, Mark enjoys the outdoors and downhill skiing in his spare time.

Kurtis Massey, BAppFS, CFP, CIM 
Director, Wealth Planning, BMO Wealth Planning

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

David Hidlebaugh, B.Comm (Hons), PFP, MTI
Associate Director and Sr. Trust Officer, BMO Trust Company 

David helps his clients with the proper administration of their estates. His professional services result in an efficient estate administration and often reduce family friction and conflict. As a professional trustee, David ensures your beneficiary’s needs are professionally attended to and guarantee stewardship of their trust. David is also an active member of the Estate Planning Council of Winnipeg.

Anthony Maros, BA Economics
Senior Private Banker, BMO Private Wealth

As a Senior Private Banker at BMO Private Banking, Anthony brings a wealth of knowledge and expertise in both personal and commercial banking. Working exclusively with BMO Nesbitt Burns clients, Anthony is specializes in working with clients who have complex personal or commercial lending needs as well as assisting with their day to day banking and other financial solutions.

Matt Lesage, B.Comm (Hons), CFP®, QAFP™
Associate Private Banker, BMO Private Wealth

As an Associate Private Banker, Matt works with a select group of successful Canadians to provide exceptional service and planning related to their everyday banking & borrowing needs.  He values guiding his clients towards achieving their financial objectives, and to allow them to dedicate more time to activities they value most. Together with a team of professionals he works collaboratively to provide complete wealth management solutions for clients including investment management, planning, trust services and banking.