Laetitia (Tis) Levavasseur
Tis is a key member of our Investment Management service team and represents our clients’ first point of contact. She provides friendly and seamless administrative and transactional support for private wealth clients, responding directly to client requests and inquires.
Tis started her career with BMO in 2011. She started with the bank in Yellowknife, before moving to Edmonton to complete her Diploma in Business Administration in Accounting from NAIT. Tis was born and raised in Fort Providence, NWT. She, along with her husband and two children enjoy the outdoors, camping, and down hill skiing. In her spare time you can find her listening to audiobooks and true crime podcasts while she beads.
Private Banking and Customized Lending
Bryan Bachman, B.Comm.
Bryan Bachman began his career with BMO Bank of Montreal in 2004 working in various retail positions throughout the Edmonton Metro area. Prior to joining the Private Bank, Bryan was working within the BMO Commercial Banking division for several years in numerous positions including a health care lending specialist. In this role, he was actively involved in providing tailored and customized financing and cash management solutions through-out Northern Alberta for acquisitions and new startups.
Christine brings over 20 years of financial services experience in providing wealth, banking and complex credit solutions to high net worth clients and their families. She works with a small group of successful Canadian families to provide oversight and exceptional service related to their everyday banking & wealth planning needs. With a strong lending background, Christine offers expertise in delivering various deposit and complex lending structures that align with our clients specific needs.
Comprehensive Financial Planning
Mo Zhou, FMA, CIM
Director Wealth Planning, BMO Wealth Planning
Mo is passionate about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he leverages the knowledge and expertise of our in-house tax, estate, insurance and philanthropic professionals. Mo advises high net worth families and business owners on complex issues. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.
Tax Optimization and Risk Management
Jennifer Muscoft, CPA, CA, TEP
Director, Tax Planning
Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.
Jennifer is a CPA, CA with over 16 years of experience. Prior to joining BMO, Jennifer was a Senior Tax Manager at one of the largest international accounting firms in Edmonton where she advised a variety of clients in the areas of tax, estate, retirement and financial planning. Jennifer is a member of the Society of Trust and Estate Practitioners (STEP) Edmonton Branch and is a member of the Edmonton Estate Planning Council.
Estate Planning and Trust Administration
Gayle Pederson, TEP, CFP, MTI
Director, Will and Estate Planning
Gayle works with individuals and business owners to provide comprehensive estate and incapacity plans. An estate and incapacity plan can help to:
- Minimize taxes and probate fees, where applicable;
- Reduce estate administration costs;
- Determine how your assets will be distributed to loved ones and charities; Protect the value of your estate;
- Appreciate the use of trust structures;
- Understand effective ways to assist family members with special needs.
Gayle has over 20 years of experience in the area of wills, estates and trusts. She joined BMO as a Trust Officer in 2002 and was responsible for the administration of many estates and trusts until she began assisting BMO clients with their planning in 2010.
Gayle is committed to continuing education in this ever changing area of wealth planning. In addition to discussing the technical issues, Gayle enjoys passing on helpful practical information that she has gained over her many years of experience administering estates and trusts.
Business Transition Planning
Kimiko Comeau, CFA
Director, Business Advisory & Succession Planning
Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purposes of wealth planning and transfer.
Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management.
Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.