BMO Nesbitt Burns
1600 Carling Ave.
Meet Our Partners
Estate & Insurance Advisor, BMO Nesbitt Burns
Phil provides clients with comprehensive advice on all their personal estate, corporate estate and insurance needs. The knowledge acquired over his 15 years in the estate planning and insurance industry allows him to advise clients on estate creation and preservation techniques, as well as corporate financial security planning.
Phil has worked extensively in developing tax-planning ideas to help enhance retirement needs and create additional tax shelters. His well-rounded approach assists clients in planning for today and the future.
Director, Will & Estate Planning, BMO Wealth Management
Carol assists high net worth clients from many backgrounds to understand their present and to develop their 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.
Deborah Desforges, CFP
Director, Wealth Planning
As a wealth planning specialist, Deborah works with individuals and business owners to provide comprehensive financial planning advice and solutions. Deborah has over 30 years of experience in the Canadian financial services industry. She joined the Private Bank in 2013 as a Private Wealth Advisor after being a Financial Advisor for many years at another financial institution.
Deborah's goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehesive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.