Jason Warwick

Private Banker

Tel: 613-564-6528

Address

BMO Private Wealth
1600 Carling Ave.
Suite 410
Ottawa, ON
K1Z1B4
Map

Contact Me

Our Team

Jason Warwick 
Senior Private Banker  

Tel: (613) 371-6388
Email: jason.warwick@bmo.com

As a Private Banker and Team lead, Jason and his team provide a tailored wealth experience that encompasses a multitude of banking solutions. By developing a deep understanding of the clients needs and circumstances, Jason provides banking services to business owners, entrepreneurs, executives, and professionals to the fullest extent of BMOs total Private Wealth Offering.

Jason’s aim is to create and implement a comprehensive wealth plan that provides versatile solutions to address your needs today and in the future. With more than 20 years of experience in banking services, Jason specializes in lending, and cash flow management to help clients reach their financial objectives and dedicate more time to the activities they value most.

Stephanie Hanna
Private Banking Officer 

Tel: (613) 564-0945 
Email: stephanie.hanna@bmo.com

A key member of our Client Experience team, Stephanie assists with day-to-day banking, account openings and lending administration. As a graduate of Algonquin College, Stephanie holds a Bachelor of degree in Business Administration. Stephanie also hold a Mutual Funds License for the Investment Funds Institute of Canada. 

 

Wealth Structuring and Business Value Monetization

Carol Willes
Director, Will & Estate Planning, BMO Wealth Management

Carol assists high net worth clients from many backgrounds to understand their present and to develop their 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.
 

Louis-Philippe de Seve-Bergeron
Director, Tax Planning, BMO Wealth Management

Louis-Phillipe aims at providing information and guidance relevant to the complex tax environment individuals and businesses live in today. To coordinate the best client-focused solutions, he often works with our clients' external lawyers and accountants. The goal is to ensure that a well-rounded team of professionals is working to improve our clients' situation.

Louis-Phillippe, a lawyer holding a Master of Taxation and the Tax and Estate Practitioner (TEP) designation, has worked extensively on corporate reorganizations and restructuring, estate planning and establishment of trusts. 
 

Deborah Desforges, CFP
Director, Wealth Planning

As a wealth planning specialist, Deborah works with individuals and business owners to provide comprehensive financial planning advice and solutions. Deborah has over 30 years of experience in the Canadian financial services industry. She joined the Private Bank in 2013 as a Private Wealth Advisor after being a Financial Advisor for many years at another financial institution.

Deborah's goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehesive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.