Customized Investment Management
Vice President & Senior Investment Counsellor
As your Investment Counsellor, Jon brings in-depth portfolio management and financial planning advice to help successful families enjoy their wealth by managing the complexity that often comes with success.
He does this by spending time developing a detailed understanding about my clients’ priorities relating to family, work, lifestyle and money. Then, with the support of an experienced and diverse team of professionals, he creates a customized and flexible investment plan for every client that is adjusted regularly to both external conditions and to transitions in their personal lives.
By having a detailed wealth plan and investment policy, his clients can make important decisions about their money by knowing that their financial affairs are in order and they remain on track to reach their goals – the ultimate benchmark of success.
Jon has over 15 years of financial services experience, having joined BMO Financial Group in 2005. He earned a Bachelor of Business Administration (BBA) degree from Wilfrid Laurier University, and carries two professional designations: Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP).
Comprehensive Financial Planning
Laura Wilson, BBA (Hons), CFP, TEP
Director, Wealth Planning
Laura is a wealth planning specialist, providing comprehensive wealth planning advice to high net worth individuals and their families. Working as part of a broader planning team, Laura regularly advises clients on a wide range of topics, including retirement strategies, tax and estate planning, charitable giving, trust planning, and asset protection strategies.
Laura is a Certified Financial Planner professional, a Trust and Estate Practitioner and graduated with distinction from Wilfrid Laurier University’s Honours Bachelor of Business Administration Co-op program. Laura joined BMO Private Wealth in 2010. Prior to this, Laura worked with the Business Development Bank of Canada (BDC) as a Senior Commercial Account Manager. Her time at BDC was preceded by her role as Senior Commercial Account Manager at RBC Royal Bank. With her background in commercial banking Laura brings a strong understanding of the opportunities and complexities faced by business owners. With her industry knowledge and attention to detail she has the ability to break down complex strategies into easily comprehensible and motivational action plans.
Tax Optimization and Risk Management
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, holds 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, 6 being at BMO, he has developed the ability to provide clear and concise advice to a variety of clients during their most stressful life events.
Stuart Clark, M.Tax, TEP
Estate & Insurance Advisor
Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.
Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.
Business Transition Planning
Adam E. 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.
Estate Planning and Trust Administration
Director, Estate Planning
Carol brings over 30 years of legal experience with 14 years of dedicated wealth and estate planning expertise to her role. Carol came from a combination of private practice in law and consulting for clients from Asia to Europe in the areas of business structuring, succession planning and financing. She has taught both undergraduates and executives at the Queen’s University School of Business and Faculty of Law, in the fields of international business, law and ethics and most recently taught Wills and the Law of Succession to upper year law students at the University of Ottawa.
Now as Director, Estate Planning at BMO Private Wealth, Carol strives to provide meaningful, client-centered advice and solutions. She helps individuals and their families build a secure and purposeful legacy and find peace of mind in the context of their entire wealth story.
Carol assists clients from many backgrounds to comprehend their present circumstances and to develop that future legacy. By helping people focus on what is most important to them – their family, their community, financial security and more – she develops distinctive estate planning options for clients as part of an integrated team of wealth planning specialists that supports those clients through their entire life journey.