Lori Graham, CIM

Senior Investment Counsellor & Portfolio Manager

Tel: 226-374-5266

Address

BMO Private Wealth
255 Queens Avenue
Suite 2560
London, ON
N6A 5R8
Map

BMO Private Wealth
One London Place
255 Queens Ave Ste 2560
London, ON
N6A5R8

Contact Me

Our Partners

Adam Carter, CPA, CA, CBV, FEA
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 Vyn, CPA, CA, CFP, FEA
Director, Tax 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.

Renee Thibert, CPA, CA, CFP®, 
Director, Wealth Planning

Renee has more than 15 years of experience working in public accounting and tax in the Windsor area. She has recently obtained her CFP designation to facilitate financial planning for BMO clients. 

As a dedicated Wealth Planning Director, Renee creates comprehensive wealth plans for high net worth clients. She focuses on individual needs to create unique and meaningful wealth plans for clients. As part of the high net worth team within BMO Wealth, Renee ensures clients receive detailed information and recommendations regarding retirement planning, education savings, estate planning, tax planning, business succession and insurance reviews.  Together, they aim to personalize financial conversations to ensure clients are receiving the most meaningful advice at all stages of life.

Chris Jermyn, CFP, RRC
Director, Wealth Planning

Tel: (519)667-6167
Email: chris.jermyn@bmo.com

 
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 Sparks, MBA, CFP, TEP
Director, Philanthropic Advisory Services

Karen assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. 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.
 
Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.

Dave Kent, 
Vice-President, Estate and Insurance Advisor

Tel: (519)646-1236
Email: david.kent@bmo.com
 
David works closley with you to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilites that exist within your estate plans, or help maximize your philanthropic desires.  He will bring these ideas to life with customized recommendations tailered to your goals.

Lisa Mazurek, BA, TEP
Director, Trust Services

Tel: (519)667-6223
Email: lisa.mazurek@bmo.com

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 MacDougall, MBA
Senior Private Banker

Tel: (519)667-6290
Email: brad.macdougall@bmo.com

 
Brad is a professional relationship manager uniquely positoned 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.

Jessica Williams, JD
Director, Estate Planning

Jessica advises high net worth individuals and families on specialized estate and trust solutions as part of an integrated wealth planning team and develops holistic estate plans for clients at all stages of their lives. She actively listens to her clients to identify what is most important to them and explains various estate planning concepts and tools available to her clients in easy terms they can understand.

Before joining BMO Private Wealth in 2021, Jessica practiced exclusively in the areas of estate planning, estate administration, incapacity planning, and charities law for six years. In her practice, Jessica developed complex estate plans for her clients, which often involved helping clients develop and fulfill their philanthropic goals, given her knowledge of charities law.