Ahmad Bakhshai, Director, Wealth Planning, BMO Wealth Management
Ahmad advises high net worth families and business owners on holistic wealth management solutions as part of a team of Wealth Planning Consultants and technical specialists. Drawing on his extensive industry experience and knowledge, and the collective technical proficiency of the specialists, Ahmad facilitates a superb client experience that delivers customized solutions that address the unique and complex needs of high net worth clients. Ahmad’s team often collaborates with the clients’ accountants and lawyers in developing the wealth plans that address retirement, tax, trust & estate, business succession,and philanthropic planning.
Karen Gowdy, Estate & Insurance Advisor, BMO Nesbitt Burns Financial Services
Karen has more than 30 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.
Susan Rawlings, Lending Specialist, BMO Bank of Montreal
For over 20 years, Susan has assisted customers and Financial Professionals, in the local market, by providing sound lending advice and innovative products. Whether you are purchasing an investment or require home financing, we are confident that Susan will customize the right financing solution to meet your needs. Susan is a highly experienced professional offering a full suite of lending products, including Mortgages, Lines of Credit and Investment Loans. Susan will deliver a high level of professionalism and service. Susan offers flexible, mobile and personalized service. She will make your borrowing experience as simple as possible.
Louis-Philippe de Sève-Bergeron, Director, Tax Planning
BMO Wealth Management
Louis-Philippe 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-Philippe, 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.
Dante Rossi, Senior Manager, Tax & Estate Planning, Enterprise Planning, BMO Nesbitt Burns
Dante offers expertise in Canadian personal and corporate tax planning for private corporations and their shareholders. Before joining BMO Nesbitt Burns, Dante was employed by a large, international accounting firm as a manager in their Private Company Services group where he gained a wealth of experience in a wide range of tax and estate planning issues involving the taxation of individuals, corporations, trusts and partnerships. He has also gained extensive experience in the complex tax reporting and compliance requirements for such taxpayers.