Our Partners

Amy is a Chartered Accountant and a Wealth Planning specialist. Prior to joining BMO, Amy specialized in tax while working for one of the Big Four accounting firms supporting clients with their personal and corporate tax planning, compliance, tax reorganizations, business succession, as well as trust and estate planning needs. Amy provides in-depth tax knowledge to high net worth clients and their families with tailored wealth plans to help clients make informed financial decisions. She is proud to collaborate with a team of highly disciplined specialists as a trusted advisor.

Caitlin brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO Private Wealth professionals and their clients to develop
sound wealth management plans. Caitlin ensures a great client experience during the wealth planning process. She helps to identify and solve complex issues by providing strategies that are both appropriate for each client’s
unique situation and practical in execution.

Caitlin joined BMO Private Wealth in 2022, after 15 years in various roles in the BMO Personal Banking division. In 2015, Caitlin became a Financial Planner and obtained the Certified Financial Planner designation (CFP®), helping
clients including new immigrants, working professionals and business owners to achieve financial success. Drawing on extensive financial planning experience, she helps analyze tax planning, trust and estate, philanthropic planning and risk management. Caitlin articulates complex solutions effectively so clients can envision their future.

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.

Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.  

With more than 10 years experience working in the trust and estate industry across multiple jurisdictions, Rhys is responsible for managing a portfolio of estates, trusts and powers of attorney. He provides clients and beneficiaries with professional administration services, where the application of technical knowledge and discretionary decision making are key components.