Multi Generational Wealth Planning - A Family Office Approach

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.

Chris specializes in personalized financial services and leveraged solutions to high-net-worth individuals, offering creative solutions in any circumstance. With an extensive career in credit management with over 30 years experience, Chris is an expert in his field.

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 for 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. She provides financial care and management solutions for clients and their families to manage their wealth plans in the event of health or incapacity issues.

Chris empowers clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth planning. Chris helps clients find peace of mind about their financial future by focusing on what is most important to them. 

David works closley with clients to build wealth in the most tax effective way, enhance their cash flow in retirement, fund tax liabilites that exist within their estate plans, or help maximize philanthropic desires.  He brings these ideas to life with customized recommendations tailered to client goals.

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. Adam's other areas of experience include corporate restructuring and insolvency, financings, 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 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 the client’s specific goals and objectives, she brings extensive subject matter expertise to help guide families through the unique opportunities and challenges they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, and family governance.

Leigh skillfully takes complex tax and estate issues, and speaks 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. 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 has to offer.