BMO Nesbitt Burns Private Client Division has assembled unique specialist groups to support our practice. Leveraging off of their expertise, we are able to ensure that you receive access to the best advice in all areas concerning you and your family.
Pat Keene, High Yield Equities
Pat has been in the investment business for 28 years and currently specializes in the preferred share and income trust markets. Pat and her team are a valuable resource on a wide range of high-yield equities and equity derivatives, and offer portfolio construction advice.
John Waters, Tax Planning
John has over 15 years working as a tax specialist and before joining BMO Nesbitt Burns was previously employed by a large, international accounting firm as a senior member of the Toronto High Net Worth practice. John’s areas of expertise include personal tax and estate planning for high net worth individuals.
Irit Gerztbein, Estate and Trust Planning
Irit has extensive experience in Will and trust interpretation, the preparation of Wills, powers of attorney and trusts and in assisting clients with the implementation of a variety of estate planning strategies emphasizing key factors such as family dynamics, tax and business considerations, and capacity and fiduciary issues. Before joining BMO Nesbitt Burns, Irit was employed by a major Toronto law firm and is a member of the Canadian Bar Association, the Law Society of Upper Canada.