Our Partners

Andy is a dedicated professional helping people preserve and grow their wealth. With an expertise in Canadian income tax, Andy assists clients on business structures, succession and estate planning, owner- manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning strategies.

Drawing on public practice experience, he offers a depth of practical insight, as well as the unique ability to translate complex tax concepts into efficient strategies clients can easily comprehend.

Andy joined BMO Wealth Management in 2014, after filling progressively senior management roles in the domestic tax practice of Grant Thornton LLP, where he developed and implemented tax planning strategies for business owners and high net worth individuals.

Elizabeth provides estate planning guidance to high and ultra high net worth individuals, families and business owners in the context of their personal wealth and business succession planning.  Her background as an estates lawyer and over 20 years of experience in the wealth management industry allow Elizabeth to facilitate wealth transfer decision-making for clients and assist them with action planning regarding their legacy goals (financial and non-financial).  Her modern approach focuses on the well-being and personal empowerment of clients by bringing them peace of mind and encouraging the pursuit of personal fulfillment.

She works collaboratively with internal and external advisors in order to ensure that all aspects of a client’s wealth plan support their estate planning, succession and legacy goals. She has LL.B. and B.Comm. degrees from McGill University and is a member of both the Law Society of Ontario and the Society of Trust and Estate Practitioners (STEP).

We believe that wealth should remain in the control of those who created it. As the team of choice for successful Canadians, John's team brings to each engagement over 100 years of combined experience and the all resources of BMO Financial Group. The Kimpton Team is fortunate to work with a select group of affluent families, professionals, entrepreneurs and business owners to promote wealth and protect what is most valuable in life:

• Goal identification and finding a unique tax-based solution to your objectives
• Tax-efficient accumulation and income strategies
• Intergenerational wealth transition planning for tax mitigation, legacy maximization and philanthropy
• Corporate and personal risk management

Since joining the firm, John has drawn upon his years of experience working with BMO Partners and third-party client advisors to customize insurance-based solutions. Collaborating with a group of experts results in unique solutions for unique families. The Kimpton Team has the knowledge, expertise and the toolbox to help you achieve your financial objectives.

In addition to his multiple industry designations, in 2015 John was nominated as a member of the Conference for Advanced Life Underwriting (CALU), a national advocacy group working on advanced planning issues in cooperation with the three levels of government. John has a special interest in corporate and personal tax, focusing on ways to reduce or eliminate it from the client’s plan. Away from work, John enjoys golfing and spending time with his wife and two boys.

Ieen is a dedicated Senior Private Banker providing the highest level of services to successful and affluent individuals and families. With her long standing, established, financial services knowledge and experience, Ieen assists her clients in a number of key banking areas: tailoring services to meet individual client requirements, taking initiative to sustain personal contact, customized lending, business financing for professionals, U.S. banking connections in various States through BMO Private Bank in the U.S. and above all, maintaining discretion. Ieen is an advocate within the BMO Financial Group of Companies and have expertise in knowing which options are best suited for her clients. She is known to be flexible, innovative, responsive and consistent.

Ieen joined BMO Financial Group in November 1988 and has been with BMO Private Banking since March 2010. She has worked in various areas of the bank, the last as a Branch Manager for 8 years managing various complex branches prior to joining the team of specialists in BMO Private Banking. As a Senior Private Banker, Ieen manages a portfolio of high net worth Canadian families. Ieen’s expertise ranges from everyday finance to much more complex banking solutions, with a focus on building trust and offering her clients the highest levels of customer satisfaction.