Your Wealth Advisory Team
BMO Private Wealth – BMO Private Banking
Director, Wealth Planning Magnus Aaserud
Director, Wealth Planning Sara Johnson
Director, Wealth &Tax Planning Holly Castle
BMO Private Banking Tom Klick, VP & Sr. Private Banker
BMO Trust Services Rita Cattani, Sr. Trust Officer
BMO Estate Insurance Advisory Doug Turner, VP Estate & Insurance Advisor
Wealth Planning Consultants
will partner with Nesbitt Burns advisors to work with clients who require a higher level of expertise due to their level of wealth and the complexities involved.
Wealth & Tax Planning Consultants
are subject matter experts in taxation and will also manage the end-to-end wealth planning process for high net-worth clients and complex cases. Areas of focus include tax and estate planning issues related to individuals, privately held corporations, trusts and estates.