Tél.: 613-547-5214

Adresse

BMO Nesbitt Burns
67 Brock Street
Kingston, ON
K7L 1R8
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Nos Partenaires

Nos Partenaires

Carol Willes
Director, Will & Estate Planning

Carol assists high net worth clients from many backgrounds to understand and develop their present and future legacy. By helping clients focus on what is most important to them - family, philanthropy, security and more - she develops unique estate planning options as part of an integrated team of wealth planning specialists that support clients through their life journey.

Carol strives to provide meaningful, client-centered advice and solutions to help real people build their legacy and find peace of mind in the context of their entire wealth story.

Karen Gowdy
Estate & Insurance Advisor

Karen has more than 39 years of experience in the financial services and insurance industry. She works with our team to review a broad range of financial issues, important to every client. She works in the disciplines of estate, insurance and tax planning. 

 

Louise-Philippe de Seve-Bergeron
Director, Tax Planning

Louis-Phillipe aims at providing information and guidance relevant to the complex tax environment individuals and businesses live in today. To coordinate the best client-focused solutions, he often works with our clients' external lawyers and accountants. The goal is to ensure that a well-rounded team of professionals is working to improve our clients' situation.

Louis-Phillippe, a lawyer holding a Master of Taxation and the Tax and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning and establishment of trusts.