Prior to moving to Canada, Natalia was working for one of the Big Five accounting firms in Russia and then moved to Canada in 2000.
Natalia earned her Chartered Financial Analyst® (CFA®) designation while working as a Portfolio Analyst for a Toronto-based investment boutique that served institutional and high net worth clients, where her career took off. She also worked as a Business Development Manager for a Toronto-based global investment firm and a Product Analyst for a Toronto-based mutual fund company.
To pursue her dream to help private clients invest wisely and realize their goals, in 2014 Natalia joined BMO Private Investment Counsel Inc., a division of BMO Private Wealth, and was named a Director just three years later. Natalia earned her Bachelor of Arts degree in Psychology from Herzen University in St. Petersburg, Russia in 1996. She is a member of the CFA Institute and the Toronto CFA Society and speaks fluent Russian. Art appreciation has long been Natalia’s hobby and passion; her minor in university was art history. Currently, she is exploring architectural and interior design through a renovation project at her cottage in Northwestern Ontario. The love of her life is her miniature dachshund, Nabi.
Natalia is also on the Board of Directors of Alzheimer Society Kingston, Frontenac, Lennox and Addington, also volunteers for Hill 70.
Adam Carter, CPA, CA, CBV, FEA
Vice President, 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.
Director, Will & Estate Planning
Carol assists high net worth clients from many backgrounds to understand and develop their present and future legacy. By helping clients focus on what is most important to them - family, philanthropy, security and more - she develops unique estate planning options as part of an integrated team of wealth planning specialists that support clients through their life journey.
Carol strives to provide meaningful, client-centered advice and solutions to help real people build their legacy and find peace of mind in the context of their entire wealth story.
Louise-Philippe de Seve-Bergeron, LL.B, 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.
Pamela Wheeler, MTI
Director – Estate & Trust Services
Pamela administers a diverse account portfolio of Estates, Trusts, EnCircle and Continuity Accounts. She works closely with clients to ensure a meaningful and enriching experience with BMO Private Banking. Using a holistic approach, Pamela collaborates with her colleagues to design integrated solutions to enable clients to help achieve their personal wealth goals. Pamela’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.