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 client’s specific goals and objectives, she brings her extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, and family governance. Leigh can skillfully take complex tax and estate issues, and speak 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. For four years, 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 offers.
Landon Hang, B.Comm. (Hons), MBA, JD, LL.B, TEP
Director, Estate Planning
Landon works with clients and other members of the Enterprise Wealth Management Group to prepare estate plans for clients which includes wills, estates & trusts, business & tax planning, and other complex issues which may be unique to each client. Landon can help with understanding the importance and intricacies of having a sound estate plan ensuring clients’ wishes and concerns are addressed, providing peace of mind and aiming to optimize a client’s financial position.
Prior to joining the BMO Enterprise Wealth Management Group, Landon practiced in a regional firm in the solicitors department with a focus on wills & estates, corporate commercial, and real estate law. Landon is able to draw from his past experience to provide clients with comprehensive support with their estate planning needs involving complex issues.
Stuart Clark, M.Tax, TEP
Estate & Insurance Advisor
Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.
Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.
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.