Multi Generational Wealth Planning - A Family Office Approach

When Jennifer first meets with clients, she takes the time to uncover their specific goals and concerns. Common concerns are retirement planning, estate planning and business succession planning. Once Jennifer has gathered as much quantitative and qualitative information as she can, she draws from her own knowledge and experience as well as the knowledge and  experience of the specialized planners at BMO Wealth Management, to provide tailored wealth planning solutions to meet each client’s specific needs. Maximizing wealth is one of the many benefits of having a plan prepared. However, the reduced stress and anxiety surrounding money matters reported by clients after going through this process, is what Jennifer finds most satisfying about her role.

Jennifer has 20 years of experience working in the financial services industry, with a focus on financial planning for high net worth professionals and business owners. Before joining BMO Wealth Management she worked as a financial planner at a medium sized financial services firm. She is an advocate of financial literacy; she was a part time professor at the Lawrence Kinlin School of Business at Fanshawe College and volunteered as a mentor in the Goodwill Financial Literacy Program.

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.

Corrie started her career as a Customer Service Representative in the Amherstburg, Ontario branch. Upon a move to London, she became a Private Banking Officer where she stayed for 11 years. During that time she attended University, as an adult, obtaining her Bachelors of Commerce degree with a minor in Human resources. Upon graduation, Corrie moved to the Business Banking division at BMO as a Credit Analyst and during that time completed her Personal Financial Planning level one. Corrie recently returned to BMO Private Wealth as a Private Banker.

As a six-time Platinum award winner, Corrie’s focus is on developing client relationships, presenting new possibilities, developing strategy and ensuring all the right people are at the table for you and your family. Corrie volunteers with the annual Kids Help Phone walk and is an active fundraiser for the United Way.

Mandy recently joined the BMO Nesbitt Burns team as an Associate Private Banker after 13 years with BMO in successive roles including Customer Service Representative, Financial Services Manager and Private Banking Assistant.  Mandy acts as a single point of contact for BMO Nesbitt Burns clients in all day to day banking needs, loan and mortgage requirements and works closely with your Investment Advisor to ensure all of your financial goals and objectives are met.

Mandy delivers exceptional client experience by bringing positive energy and a solution mindset to every interaction. She resides in Komoka, ON and enjoys spending time outdoors with her two young daughters.  She is a passionate advocate and supporter of the Ronald McDonald House. 

As an Associate Private Banker, Abbie acts as a relationship manager for clients requiring a high level of expertise and service in managing their financial affairs. As the benefits of wealth rarely come without complications and challenges, Abbie along with her team of talented and knowledgeable professionals, challenge successful Canadian families to take action on what is important to drive exceptional outcomes today and through times of transition. Abbie has lived in Ottawa since 2008. She has a prominent voice in Ottawa's business community as a champion for diversity and inclusion, and is on the board of the Women’s Business Network. She enjoys the fine arts, reading and spending time outdoors, hiking with her family and dog.

Abbie has worked at BMO since 2017, and joined BMO Private Banking in 2019. Her current clientele represents a diversified mix of business owners and professionals who seek expert advice, delivered from a coordinated team of professionals.