Our Partners

Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.  

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 & 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 & business planning expertise to BMO Wealth Management.

As a member of the BMO High Net Worth Wealth Planning team, Ian brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. Ian provides advice to high-net-worth individuals, families, professionals and business owners on comprehensive wealth planning including Tax, Trust & Estate, Retirement, Succession and Philanthropic planning and solutions.

Prior to joining the Bank of Montreal, Ian worked for more than 14 years in the public accounting industry, specializing in owner manager tax planning and compliance with a big four accounting firm. Industry specific experience includes working with junior public companies and private companies in a wide variety of industries including real estate and construction, hospitality, manufacturing, mining, and professional services corporations.