Investment Management

Kent Turner, CFA, MBA

Senior Investment Counsellor & Portfolio Manager

As your Investment Counsellor my central purpose is to help you and your family grow and protect your wealth. I will also help manage the complexity that often comes with financial success so that you can spend your time on the things that matter most to you.

My interest in the world of business and finance stems from a down-to-earth upbringing in an entrepreneurial family. My parents owned and managed a successful meat and seafood shop in Charlottetown, Prince Edward Island where I learned the value of hard work, discipline, and most importantly how to proudly serve customers with honesty and integrity.

With over 20 years of investment management experience, I joined BMO Private Wealth in 2014.  I was drawn to the firm by its culture of teamwork, a belief that clients are best served by bringing together a team of financial specialists from investment management, tax planning, and estate and trust services. I am also a strong believer in discretionary investment management. Superior investment returns are achieved when we leverage the full power of the organization to bring the most modern, sophisticated investment strategies to client portfolios.

In addition to earning my CFA (Chartered Financial Analyst) designation in 2005, I have an undergraduate degree in Business Administration from the University of Prince Edward Island and an MBA from McGill University. I am also an active member of the Ottawa CFA Society. In my spare time I enjoy cross-country and downhill skiing, skating, cycling, the occasional round of golf, and spending quality time with close friends and family, especially at the cottage!

I look forward to working with you. 

Wealth Structuring and Business Value Monetization


Deborah Desforges, CFP

Director, Wealth Planning

Deborah has over 30 years’ experience in the Canadian Financial Services industry. In 2000, Deborah obtained the Certified Financial Planner (CFP) designation. 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 many years of experience dealing in investments, credit solutions and insurance solutions help her create detailed and comprehensive Wealth Plans for BMO Private Banking clients.


Jason Warwick, PFP

Senior Private Banker

As a Private Banker Jason acts as a relationship manager for those clients requiring a high level of expertise and service in managing complex financial affairs. As the benefits of wealth rarely come without complications and challenges, Jason along with his team of talented professionals, challenge successful Canadian families to take action on what's important to drive exceptional outcomes today and through times of transition.

Jason has lived in Ottawa since 2001. His young family keeps him busy with skiing, music and exploring the outdoors.

Jason has worked at BMO since 1999 and joined the Private Bank in 2007. His current clientele represents a diversified mix of business owners and professionals who seek expert advice, delivered from a coordinated team of professionals.


Korin Flindall, CFP, TEP, MTI, PFP

Director, Wealth Services, BMO Trust Company

Korin is the Director of Wealth Services with BMO Trust Company and has 25 years of experience in the trust industry. She oversees the full estate and trust administration process and is responsible for servicing our clients and their beneficiaries. Her extensive experience has allowed her to build strong relationships with strategic partners (i.e. real estate agents,art collectors, auctioneers, etc.) which is imperative to ensure superior client service and to properly administer estates.

With thirty years of experience in the financial services industry, 25 years dedicated to the Estate and Trust, Korin understands the broad complex tax, legal that wealthy families face. By taking the time to understand each client’s specific goals and objectives, she brings her extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.


Carol Willes

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.


Louis-Philippe de Sève-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.