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.
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.