Director, Senior Investment Counsellor
BMO Private Wealth
340 Albert Street
Investment Management Advisory
Kent Turner, CFA, MBA
Senoir Investment Counsellor
As your Portfolio Manager my central purpose is to help you and your family grow and protect your wealth. 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.
Wealth Structuring and Business Value Monetization
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.
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, MBA, LLM, TEP
Director, Estate Planning
Carol brings over 25 years of legal experience with 12 years of dedicated wealth and estate planning expertise to her role. Always striving 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 affluent 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.
Louise-Philippe de Seve-Bergeron, LL.B, M.Fisc., 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, a lawyer holding 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, he has developed the ability to provide clear and concise advice to a variety of clients during their most stressful life events.