Who We Are

Tyler has always been passionate about helping people, especially with their finances. After being accepted into the University of Ottawa’s Telfer School of Management, Tyler quickly learned the importance of financial management and switched his degree major from Marketing to Finance.
Once graduated, Tyler started to pursue his Chartered Professional Accountant (CPA) designation to further his grasp on the financial landscape we all are navigating. At BMO Private Wealth, he now uses this knowledge to provide customized solutions to serve the unique needs of his clients.

With over 20 years in the estate planning and insurance industry, Phil has been with BMO Estate Insurance Advisory Services since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other Advisors, including lawyers and accountants.

In addition to his advisory role, Phil plays a key role on the division’s management team as an ambassador for Estate and Insurance Advisors across Canada. In this position, Phil leverages his experience as a top performing advisor to create opportunities and tools that will help Estate and Insurance Advisors in becoming successful advisors and leaders in their field.

Born in Sudbury Ontario, Eric has gained an appreciation for the unique opportunities and challenges that come with operating in the north. With over 10 years of experience in Account management, Lending and Banking, he has built strong relationships with diverse clientele. As a Private Banker, Eric is fully responsible for developing and executing a banking/lending strategy that properly reflects clients’ overall wealth objectives. He currently resides in Sudbury Ontario. In his spare time, he enjoys traveling and attending live music events, if he is not golfing.

Eric takes time to listen and understand each client’s circumstances, financial needs, and goals for today and the future. He then collaborates with his professional colleagues within BMO Private Wealth to design an integrated and comprehensive strategy for each client, to be a trusted professional partner as always. Eric’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.