Alex B Gauthier, PFP, FCSI

Senior Private Banker

Tel: 613-562-6410

Address

BMO Private Wealth
340 Albert Street
Suite 1310
Ottawa, ON
K1R 7Y6
Map

Contact Me

Our Partners

Our Partners

Carol Willes, MBA, LLM, TEP
Director, Estate Planning

Carol brings over 25 years of legal experience with 12 years of dedicated wealth and estate planning expertise to her role.  Always striving to provide meaningful, client-centered advice and solutions, she helps individuals and their families build a secure and purposeful legacy and find peace of mind in the context of their entire wealth story.

Carol assists affluent clients from many backgrounds to comprehend their present circumstances and to develop that future legacy. By helping people focus on what is most important to them – their family, their community, financial security and more – she develops distinctive estate planning options for clients as part of an integrated team of wealth planning specialists that supports those clients through their entire life journey.

Karen Gowdy
Estate and Insurance Advisor

Karen has more than 30 years of experience in the financial services and insurance industry. Her work is especially key toward delivering exceptional client experiences in the areas of sales and support to all Advisors and clients across Eastern Ontario.

For Karen, family is first. It is a deeply held belief brought to life by the core purpose she shares with her team at BMO Estate Insurance Advisory Services: We protect and care for our families and yours. Karen has a family at home and a family at work – her high-performing team of Phil Comtois and Jon Love.

Karen is the embodiment of the team’s key differentiator, one that ensures every advisor and client are given the full attention they deserve: We lead by making every case the most important one we have.

Korin Flindall, CFP TEP, MTI, PFP
Director, Wealth Services, BMO Trust Company

Korin is the Director of Wealth Services with BMO Trust Company and has 25 years of experience in the trust industry. She oversees the full estate and trust administration process and is responsible for servicing our clients and their beneficiaries. Her extensive experience has allowed her to build strong relationships with strategic partners (i.e. real estate agents,art collectors, auctioneers, etc.) which is imperative to ensure superior client service and to properly administer estates.

With thirty years of experience in the financial services industry, 25 years dedicated to the Estate and Trust, Korin understands the broad complex tax, legal that wealthy families face. By taking the time to understand each client’s specific goals and objectives, she brings her extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.

Louise-Philippe de Seve-Bergeron, LL.B, M.Fisc., TEP
Director, Tax Planning

As a tax specialist, Louis-Philippe provides information and guidance to individuals and businesses relevant to today’s complex tax environment. In order to coordinate the best client solutions, Louis-Philippe often works directly with our clients’ lawyers and accountants. The goal is to always ensure that a well-rounded team of professionals is working to improve our clients’ situation. Louis-Philippe is also fluent in both English and French.

Louis-Philippe, a lawyer holding both a Master of Taxation and the Trust and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning, and establishment of trusts. He has consulted on intergenerational transfers, estate planning and transfers to key employees. With over 12 years of experience in an accounting environment, he has developed the ability to provide clear and concise advice to a variety of clients during their most stressful life events.

Lydia Potocnik, LL.B, TEP
Vice President, Philanthropic Advisory Services

Lydia assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. Her estate planning and trust administration background allow her to also ensure that clients’ philanthropic goals are part of their larger wealth and estate plan. Having worked with both clients and beneficiaries of estates, Lydia’s approach to planning takes into consideration unique family dynamics and conflict resolution.

Lydia joined BMO Wealth Planning in 2011 as a Will & Estate Planning Consultant working with clients on all aspects of their estate and trust planning. She then assumed a leadership role with BMO Trust Company where she was responsible for overseeing all aspects of the estate and trust administration business in Ontario. Prior to joining BMO, Lydia led a very successful philanthropy program at a major hospital foundation where she advised donors on how to build a lasting philanthropic legacy. She has contributed to numerous publications and media appearances related to her work.

Deborah Desforges, CFP
Director, Wealth Planning

Deborah has over 30 years’ experience in the Canadian Financial Services industry. In 2000, Deborah obtained the Certified Financial Planner (CFP) designation. She joined BMO Wealth Management in 2013 as a Private Wealth Advisor after being a Financial Advisor for many years at another Financial Institution. Deborah’s many years of experience dealing in investments, credit solutions and insurance solutions help her create detailed and comprehensive Wealth Plans.

Aziz Nasher, CPA, CA, CFP
Director, Wealth Planning

Aziz graduated with distinction from Concordia Univers ity’s John Mols on School of Business with a Bachelor of Commerce in 2007, attained his chartered accountant designation in 2012 and completed his CICA In-depth tax courses in 2013.
 
Aziz joined BMO Private Banking in 2016 after practicing in the areas of tax planning and advisory with a regional accounting firm and a small accounting office for over 9 years. Aziz also taught tax courses for several years at Carleton Univers ity’s Sprott School of Business and with CPA Ontario. Aziz is a former board member and treas urer of the H’Art of Ottawa, a local charity in Ottawa, ON.