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Mark Graham
Rick Brenneman
Alexandra (Alex) Adach

Tel: 519-886-3464
Toll Free: 800-265-6148
Fax: 519-747-2236

Address
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
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Our Wealth Planning Team

Stuart Clark, MTax, TEP 
Estate and Insurance Advisor 
BMO Wealth Management, BMO Estate & Insurance Advisory Services Inc.

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.
 

Landon Hang, B.Comm, MBA, JD/LL.B
Director, Will and Estate Planning
BMO Wealth Management

Landon works with clients and other members of the Enterprise Wealth Management Group to prepare estate plans for clients which includes wills, estates & trusts, business& tax planning, and other complex issues which may be unique to each client. Landon can help with understanding the importance and intricacies of having a sound estate plan ensuring clients’ wishes and concerns are addressed, providing peace of mind and aiming to optimize a client’s financial position. Prior to joining the BMO Enterprise Wealth Management Group, Landon practiced in a regional firm in the solicitors department with a focus on wills & estates, corporate commercial, and real estate law. Landon is able to draw from his past experience to provide clients with comprehensive support with their estate planning needs involving complex issues.


Adam Carter
VP, Business Advisory & Succession Planning
BMO Wealth Management​

Experience & background
Prior 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.

 

Leigh Vyn
Director, Tax Planning 
BMO Wealth Management

Leigh joined BMO Wealth Management in 2017. In addition to her accounting background at KPMG, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. Most recently, Leigh worked as a Business and Family Wealth Specialist where she focused on tax planning and wealth transfer strategies for high net worth clients and business owners. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.

 

Edward P. Korditsch, CFP®, CIM
Director, Wealth Planning
BMO Wealth Management

Edward advises high net worth individuals, families, professionals and business owners on comprehensive wealth planning solutions. As part of an integrated wealth planning team Edward provides comprehensive planning advice in areas such as retirement planning, tax planning, risk management and estate planning. Drawing on his extensive planning acumen, Edward helps clients articulate and understand their objectives giving them peace of mind. Edward Joined BMO Wealth Management in 2017 with over 19 years of experience in the wealth management industry as a Financial Advisor at a bank owned firm and as a Regional Director of the Estate & Financial Planning department of a large insurance company.