Aric Truax, CFA

Senior Investment Counsellor & Portfolio Manager

Tel: 519-885-0366

Address

BMO Private Wealth
20 Erb St W
Waterloo, ON
N2L 1T2
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Our Partners

Adam E. Carter, CPA, CA, CBV, FEA
Director, Business Advisory & Transition Planning

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financing, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

Katelyn Culliton, CPA, CA, CFP
Senior Wealth Planning Consultant

Katelyn works with high net worth families to deliver proactive, customized wealth planning solutions. She draws on her extensive tax planning experience and analytical skills to help clients define their goals, set priorities and build a roadmap to implement their long-term plans. Katelyn provides ongoing education to clients on tax, retirement and estate planning issues, to help them make informed financial decisions and meet their goals.
 
Katelyn has over 10 years of tax and financial planning experience. Prior to joining BMO in 2017, she was a tax manager at a national accounting firm, where she advised business owners, farmers and other professionals on complex tax, corporate restructuring, succession and estate planning matters. Katelyn is a Chartered Professional Accountant (CPA, CA), a Certified Financial Planner professional and has completed the CPA Canada In-Depth Tax Course. She graduated from the University of Waterloo with a Bachelor of Mathematics (BMath) in chartered accountancy and finance and a Master of Accounting (MAcc).

Leigh Vyn, CPA, CA, CFP, FEA
Director, Tax Planning

Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand 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, and family governance.

Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand.  In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.

When not at work, Leigh and husband, Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails Ancaster offers.

Karen Sparks
Director, Philanthropic Advisory Services

Karen 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. 
Karen has over 20 years of experience in the financial services industry. Before joining BMO Nesbitt Burns, she worked for several financial institutions where she supported financial advisors in building their business. Most recently, she worked at an investment counsel firm where she provided high net worth clients with financial planning and investment counselling advice.

Karen holds the CERTIFIED FINANCIAL PLANNER® or CFP® designation and an MBA from the Rotman School of Management, University of Toronto and a BA from York University.

Stuart Clark, M.Tax, TEP
Estate & Insurance Advisor

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.

Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency. 

Jessica Williams, JD
Director, Estate Planning

Jessica is an estate and trust planning specialist who collaborates with wealth and tax planners at BMO Private Wealth to create holistic estate plans for high net worth clients at all stages of their lives. Prior to joining BMO, Jessica practiced at a law firm in London in the areas of estate planning, estate administration, guardianships, and charities law.
 
Jessica holds a Juris Doctor (JD) degree from the University of Windsor’s Faculty of Law, and a Bachelor of Arts degree (Honors Specialization in Media, Information and Technoculture), from Western University, where she received the Gold Medal for obtaining the highest average.
 
In her spare time, Jessica enjoys spending time with her husband and two young children.

Sandy Bell, MTI
Director, Trust Services

Personable, patient and highly experienced in trust and estate matters, Sandy Bell leads the Estate and Trust business in South Western Ontario including;  Kitchener, Waterloo, Guelph, Cambridge and surrounding areas. She is dedicated to working very closely with affluent seniors and families to ensure they are well supported through times of transition. Sandy holds her designation as a Member of the Trust Institute (MTI) and is a member of the Waterloo Wellington Estate Planning Counsel. 

Bruce Farnell, BA, LLB
Trust & Estate Consultant

Significant wealth can involve many complexities, especially during the important process of transferring wealth to the people and causes you value most. My role is to help you understand the many ways BMO Trust Company can assist you and your family. To learn about your needs and discuss the available service options and how much they will cost, I will gladly meet you at your home or farm or at your local BMO Private Wealth branch. We can also use video conference technology – it’s your choice.