Our Partners

Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understand their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for Investment Advisors and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.

Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.

Rebecca is passionate about helping people become more knowledgeable and confident about their finances. She enjoys providing clients with clarity and direction on their financial road forward, by integrating the knowledge of our in-house technical specialists into a simple and straightforward plan. Clients benefit from a tailored wealth plan, often resulting in reduced stress and anxiety knowing that a team of professionals is helping them meet their financial goals. 

Rebecca joined BMO Wealth Management in November 2017. Prior to that she spent 7 years working in public accounting, encompassing the areas of personal and corporate taxation, corporate restructuring, financial mediation and divorce finances, tax and wealth planning. Additionally she has spent time in the manufacturing and service sectors in finance roles, and started her career with a ‘big 4’ accounting firm.

John Michael Durrant specializes in helping high-net-worth individuals and families integrate insurance solutions into their broader wealth management plans. With more than 20 years of experience, he works with clients to structure insurance as both a risk management tool and a unique asset class, supporting wealth preservation, tax efficiency, philanthropic objectives, and legacy planning.

Working closely with our team, specialists across BMO Wealth Management, and clients' trusted tax and legal advisors, John Michael develops tax-efficient insurance strategies using personal and corporate assets. He helps clients understand the unique role insurance can play within a comprehensive wealth plan and how it can complement and enhance their overall financial strategy.

John Michael is committed to helping clients make informed decisions by providing clear, customized solutions that align with their goals and priorities. Through a collaborative approach, he helps create wealth planning strategies that provide confidence, flexibility, and peace of mind for the future.

Outside of work, John Michael enjoys spending time with his family at the cottage, on the ski slopes, and at countless hockey rinks.