Our Partners

Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving, creating tailored solutions for a diverse group of clients.

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.

As a  professional with over 17 years in the wealth management industry, developing and fostering client relationships with business owners, professionals and corporate executives, Elly has always prided himself on taking a client-first approach to Financial Planning. Elly’s goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.