Dorothy Quayle, CFA, FEA

Senior Investment Counsellor & Portfolio Manager

Tel: 306-569-5603
Tel: 306-371-2529

Address

BMO Private Wealth
2103 11th Ave, Suite 1171
Regina, SK
S4P 3Z8

Contact Me

Our Partner

Our Partners

Ciel (Xinyi) Wang
Portfolio Assistant

Ciel joined BMO Private Investment Counsel in Oct 2018 and has been with BMO where she started her career in Finance since Dec 2016. As a portfolio assistant, Ciel conducts daily maintenance of the investment accounts and provides administrative and operation support for Investment counsellor to deliver quality investment management services to clients.
 
Outside of work, Ciel enjoys yoga and playing badminton. She also loves travelling and exploring the beauty of the world.

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 & 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 & business planning expertise to BMO Wealth Management.

Jennifer Muscoft, CPA, CA, TEP 
Director, Tax Planning

Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.

Gayle Pederson, TEP, CFP, MTI
Director, Will and Estate Planning 

Gayle has over 20 years of experience in the area of wills, estates and trusts. She joined BMO as a Trust Officer in 2002 and was responsible for the administration of many estates and trusts until she began assisting BMO clients with their planning in 2010.

Gayle is committed to continuing education in this ever changing area of wealth planning. In addition to discussing the technical issues, Gayle enjoys passing on helpful practical information that she has gained over her many years of experience administering estates and trusts 

Tyler Lindgren
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.

Tafaline Wall, MBA
Senior Private Banker, BMO Private Banking

Tafaline is a specialist in personal and commercial lending strategies. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones. Tafaline will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, she will help coordinate participation from your other advisors, such as lawyers and accountants.

Jason Aspinall, BA, CFP, CLU
Director, Wealth Planning Specialist

As a member of the Wealth Management Consulting team, Jason brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and income planning, tax planning, cash management, business succession, transition planning, estate and gift planning, and charitable giving.

Jason has over 7 years of experience in the financial services industry. Prior to joining BMO, he worked as a Financial Consultant creating comprehensive financial plans for his client base. Jason received the Certified Financial Planner designation in 2014 and the Chartered Life Underwriter designation in 2018.

Jamie Catterall
Director, Indigenous Trust Services

As Director of Indigenous Trust Services for Western Canada, Jamie is a collaborative team member and a creative thinker. He has a passion for building relationships with Indigenous communities and for providing superior customer service. His network extends into municipal, provincial and federal governments, professional Indigenous associations and professional resources.

Since joining BMO in 1988, Jamie has held many positions of increasing responsibility across various roles and lines of business. The majority of his career has been in Commercial Banking and Corporate Finance. Jamie first became engaged in the Indigenous market in 2003 while on Vancouver Island.

David Hidlebaugh, B.Comm (Hons), PFP, MTI
Associate Director and Senior Trust Officer

David has been in the financial sector for the last 23 years . He's been involved the in administration of estates and has been acting as a corporate trustee for the last 13 years .  In addition, David works closely with families and their charitable  foundations to achieve their philanthropic goals .

David helps his clients with the proper administration of their estates.  His professional services  avoid delays, mistakes and reduces family friction and conflict.  As a professional trustee, David ensures your beneficiary’s needs are  professionally attended to and guarantee stewardship of their trust . 

David is also an active member of the Estate Planning Council of Winnipeg.