David joined BMO Investment Counsel Inc. in 1998. His experience includes nine years as a stockbroker for a Toronto-based investment firm where he was a partner, and five years as President and Managing Director of a Barbados-based investment company as well as Director of a Bermuda-based reinsurance company.
David obtained his Bachelor of Arts degree from the University of Western Ontario, is a past Vice President and Director of the Toronto Society of Investment Dealers Association, a past fellow of the Canadian Securities Institute, a member of the Toronto CFA Society, and a charter member of the CFA Institute.
Adam E. 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.
Director, Will & Estate Planning
Carol assists high net worth clients from many backgrounds to understand and develop their present and future legacy. By helping clients focus on what is most important to them - family, philanthropy, security and more - she develops unique estate planning options as part of an integrated team of wealth planning specialists that support clients through their life journey.
Carol strives to provide meaningful, client-centered advice and solutions to help real people build their legacy and find peace of mind in the context of their entire wealth story.
Louise-Philippe de Seve-Bergeron, LL.B, 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.
Senior Private Banker
Ron Canie is our Senior Private Banker for the Kingston Region. As BMO One Bank, Ron will collaborate with our BMO Financial Group partners to fully engage our high net worth clients and ensure complete banking relationships are realized.
Ron has been with BMO for over 10 years and brings significant experience and presence to the role having most recently led the Kingston Region commercial team as VP Business Banking after several successful years in senior commercial roles in EOD. Ron’s senior leadership experience, market knowledge, and background in wealth management supports BMO’s direction to provide comprehensive private banking services addressing complex financial needs, to our high net worth clients.
Ron holds an MBA from the University of Ottawa. He sits on the Investment Committee of the Southern Ontario Fund for Investment in Innovation (SOFII).
Tara joined BMO Bank of Montreal in 2007 working in various roles in the branches in Ontario and British Columbia before joining the Private Bank in 2018.
Tara has a Bachelor of Arts Degree (majoring in Law) from Ottawa’s Carleton University and is a registered mutual fund investment representative in the Province of Ontario.
Pamela Wheeler, MTI
Director – Estate & Trust Services
Pamela administers a diverse account portfolio of Estates, Trusts, EnCircle and Continuity Accounts. She works closely with clients to ensure a meaningful and enriching experience with BMO Private Banking. Using a holistic approach, Pamela collaborates with her colleagues to design integrated solutions to enable clients to help achieve their personal wealth goals. Pamela’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Director – Wealth Planning
Tyler has been in the Wealth Management industry for over a decade. He's experienced with the creation, recommendation and implementation of complex financial plans to service high net worth families and individuals. Tyler knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.
Karen Sparks, MBA, CFP, TEP
Senior Wealth Management Consultant
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.