Tel: 519-672-8560

Address

BMO Nesbitt Burns
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
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Our Partners

Our Partners

 

Mandy Palinkas
Associate Private Banker

Mandy recently joined the BMO Nesbitt Burns team as an Associate Private Banker after 13 years with BMO in successive roles including Customer Service Representative, Financial Services Manager and Private Banking Assistant.  Mandy acts as a single point of contact for BMO Nesbitt Burns clients in all day to day banking needs, loan and mortgage requirements and works closely with your Investment Advisor to ensure all of your financial goals and objectives are met.

Mandy delivers exceptional client experience by bringing positive energy and a solution mindset to every interaction. She resides in Komoka, ON and enjoys spending time outdoors with her two young daughters.  She is a passionate advocate and supporter of the Ronald McDonald House.

David Kent
Vice President, Estate & Insurance Advisor

David works closely with you and your advisors to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilities that exist within your estate plans, or help maximize your philanthropic desire.  David will bring these ideas to life with customized recommendations tailored to your goals.
Prior to joining BMO Estate and Insurance Advisory Services, David worked with a major Canadian insurance organization for twenty years where he held many senior leadership roles.  During that time David had extensive involvement in organizational strategy, product pricing, product design, client service, distribution, advanced planning, and marketing. David has been a frequent speaker at industry and client events across Canada and the United States.

 

Lisa Mazurek
Director, Trust Services

Lisa is a Trust Officer at BMO Trust Company and works with individuals and families in providing Estate, Trust, Incapacity, and Agency solutions. She has over 30 years of experience in assisting with the disposition and settlement of estates as well as providing financial care and management solutions for clients and their families to manage their wealth plans in the event of health or incapacity issues

Lisa is a member of the Society of Trust and Estate Practitioners (STEP) and is involved with the Estate Planners Council of London.  She is past president of the Canadian Association of Gift Planners. 

Lisa and her husband Rob live in London and have two boys. When not at work Lisa enjoys spending time with her family and cheering on her favourite sports teams.

Bruce Farnell, BA, LLB
Director, Will & Estate Planning 

Bruce is a member of the High-Net-Worth Specialized Planning Team who supports BMO Nesbitt Burns by providing comprehensive wealth and estate planning to successful Canadian families. Bruce is a lawyer who he developed his expertise in estate planning over 30 years in private practice and with BMO.

Bruce earned an undergraduate degree from Western University and a law degree from University of Ottawa. He is a member of the Law Society of Ontario, several local County Law Associations and the Estate Planner’s Council of London. Bruce and his wife Sharon live in Aylmer and have two adult children. When not at work, Bruce enjoys outdoor activities with his family.

Leigh Vyn, CPA, CA, CFP, FEA
Director. Tax Planning 

Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand client’s specific goals and objectives, she brings her 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, and family governance.

Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand.  In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.  When not at work, Leigh and her husband Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails South Western Ontario offers.

Adam Carter, CPA, CA, CBV
Vice President, Business Advisory & Sucession Planning

Leaning on his diverse background and experience, Adam provides guidance to private business owners and families 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. 

rior to joining BMO Wealth Management in 2018, Adam worked for KPMG since 2005. Working within the KPMG Corporate Finance Group for nine years, he advised 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, financings, financial modeling & projections and corporate audits.