Director, Wealth & Tax Planning Consultant at BMO Wealth Management
Stephanie brings the full power of BMO by working with a collaborative team of experienced professionals, providing the advice High and Ultra-High net worth families need in order to make difficult and important decisions to achieve their goals. Leveraging extensive experience advising private companies and their owners, her clients benefit from a deep tax and succession planning experience being incorporated into tailor-made wealth and tax planning solutions to meet the unique, and often complex, needs of affluent families. Her solutions are practical and integrated, allowing High and Ultra-High net worth families to easily understand and take action on the wealth plan.
Stephanie is a CPA with a Masters degree in tax and has over 10 years of tax and business advisory experience. Prior to joining BMO, Stephanie was a senior tax manager with Deloitte, being a trusted business advisor for private companies, its management team and their shareholders. She is known to deliver exceptional client service; offering end to end services from inception, through the entire lifecycle for businesses and families. Her practice mainly focused on private companies, primarily in the real estate, construction and financial services industries. Her experience includes:
advanced tax corporate reorganization,
succession and estate planning,
Merger & Acquisitions transactions,
Canadian Tax compliance
Mentoring of team members.
Jennifer Muscoft, CPA, CA, TEP
Director, Tax Planning
Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.
Jennifer is a CPA, CA with over 16 years of experience. Prior to joining BMO, Jennifer was a Senior Tax Manager at one of the largest international accounting firms in Edmonton where she advised a variety of clients in the areas of tax, estate, retirement and financial planning. Jennifer is a member of the Society of Trust and Estate Practitioners (STEP) Edmonton Branch and is a member of the Edmonton Estate Planning Council.
Gayle Pederson, TEP, CFP, MTI
Director, Will and Estate Planning
Gayle works with individuals and business owners to provide comprehensive estate and incapacity plans. An estate and incapacity plan can help to:
Minimize taxes and probate fees, where applicable;
Reduce estate administration costs;
Determine how your assets will be distributed to loved ones and charities;
Protect the value of your estate;
Appreciate the use of trust structures;
Understand effective ways to assist family members with special needs.
Gayle has over 20 years of experience in the area of wills, estates and trusts. She joined BMO as a Trust Officer in 2002 and was responsible for the administration of many estates and trusts until she began assisting BMO clients with their planning in 2010.
Gayle is committed to continuing education in this ever changing area of wealth planning. In addition to discussing the technical issues, Gayle enjoys passing on helpful practical information that she has gained over her many years of experience administering estates and trusts.
Linda Leung, CPA, TEP
Director of U.S. Tax Planning at BMO Wealth Management – Cross-Border Professional
Linda advises high net worth business owners and professionals on how to efficiently structure their U.S. and Canadian assets, providing specialized tax solutions as part of an integrated wealth planning team. Drawing on 25 years of leadership within the cross-border field, Linda’s clients benefit from in-depth technical expertise, facilitating high-level planning discussions, while addressing a wide range of situations across U.S. income and estate tax, and Canadian income tax considerations.
Linda joined BMO Wealth Management in 2010, following 10 years of leading a global tax team at a large consulting firm, where she specialized in individual tax considerations with regards to employees relocating permanently or temporarily from/to U.S. and Canada. Previously, she was a Tax Manager in the Small Business and International Assignment Services groups at PricewaterhouseCoopers, a large international accounting firm.
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
As an Estate and Insurance Advisor with BMO Estate Insurance Advisory Services, Tyler Lindgren collaborates with Advisors to provide high level knowledge and expertise centered on insurance-based tax, estate and retirement planning solutions for business owners, professionals, executives and retirees. This collective approach enables Tyler to prepare customized strategies to enhance the client's financial position.
Tyler entered the financial services industry in 2007 after graduating from the University of Saskatchewan, College of Commerce and is currently working on his Certified Financial Planner Designation. Along with Mark Moulson, Estate & Insurance Advisor, Tyler serves Saskatchewan, Manitoba and Northern Ontario.
Kimiko Comeau, CFA
Director, Business Advisory & Succession Planning
Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purposes of wealth planning and transfer.
Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management. Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.