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.
Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand 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, and family governance. Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand. In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”. When not at work, Leigh and husband, Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails Ancaster offers.
Chris empowers clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans. Chris helps clients find peace of mind about their financial future centered around what is important.
Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understands their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for Investment
Advisors and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.
Estate & Insurance Advisor, Vice-President
David works closely with you and your advisors to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilities that exist within your estate plans, or help maximize your philanthropic desire. David will bring these ideas to life with customized recommendations tailored to your goals.
Prior to joining BMO Estate and Insurance Advisory Services, David worked with a major Canadian insurance organization for twenty years where he held many senior leadership roles. During that time David had extensive involvement in organizational strategy, product pricing, product design, client service, distribution, advanced planning, and marketing. David has been a frequent speaker at industry and client events across Canada and the United States.
Director, Trust Services
Lisa is a member of the Society of Trust and Estate Practitioners (STEP) and is involved with the Estate Planners Council of London. She is past president of the Canadian Association of Gift Planners and has been a volunteer with the North London Hockey Association and the London Junior Mustangs over the past 11 years. Lisa and her husband Rob live in London and have two boys. When not at work, Lisa enjoys spending time with her family and cheering on her favourite sports teams.
Lisa has over 30 years of experience in assisting with the disposition and settlement of estates as well as providing financial care and management solutions for clients and their families to manage their wealth plans in the event of health or incapacity issues.
Brad is a professional relationship manager uniquely positioned within a team of financial service professionals to provide banking solutions. Brad specializes in helping entrepreneurial, professional and other high net worth families grow and manage their wealth to achieve peace of mind, enhanced lifestyle and financial legacy.