Director, Wealth & Tax Planning
Aziz graduated with distinction from Concordia University’s John Molson School of Business with a Bachelor of Commerce in 2007, attained his chartered accountant designation in 2012 and completed his CICA In-depth tax courses in 2013. Aziz is a Certified Financial Planner (CFP) and a Trust & Estate Practitioner (TEP).
Aziz joined BMO Private Wealth in 2016 after practicing in the areas of tax planning and advisory with a regional accounting firm and a small accounting office for over 10 years. Aziz also taught tax courses for several years at Carleton University’s Sprott School of Business and CPA Ontario.
Aziz is a former board member and treasurer of the H’Art of Ottawa, a local charity in Ottawa, ON.
Director, Estate Planning
Carol brings over 30 years of legal experience with 14 years of dedicated wealth and estate planning expertise to her role. Carol came from a combination of private practice in law and consulting for clients from Asia to Europe in the areas of business structuring, succession planning and financing. She has taught both undergraduates and executives at the Queen’s University School of Business and Faculty of Law, in the fields of international business, law and ethics and most recently taught Wills and the Law of Succession to upper year law students at the University of Ottawa.
Now as Director, Estate Planning at BMO Private Wealth, Carol strives to provide meaningful, client-centered advice and solutions. She helps individuals and their families build a secure and purposeful legacy and find peace of mind in the context of their entire wealth story.
Carol assists clients from many backgrounds to comprehend their present circumstances and to develop that future legacy. By helping people focus on what is most important to them – their family, their community, financial security and more – she develops distinctive estate planning options for clients as part of an integrated team of wealth planning specialists that supports those clients through their entire life journey.
Jason Warwick, PFP
Senior Private Banker
As a Private Banker Jason acts as a relationship manager for those clients requiring a high level of expertise and service in managing complex financial affairs. As the benefits of wealth rarely come without complications and challenges, Jason along with his team of talented professionals, challenge successful Canadian families to take action on what's important to drive exceptional outcomes today and through times of transition.
Jason has lived in Ottawa since 2001. His young family keeps him busy with skiing, music and exploring the outdoors.
Jason has worked at BMO since 1999 and joined the Private Bank in 2007. His current clientele represents a diversified mix of business owners and professionals who seek expert advice, delivered from a coordinated team of professionals.
Senior Private Banker
As a Senior Private Banker, Julie acts as a relationship manager for clients. She brings high levels of expertise to her client and her families. She helps her customer by customizing products that fits their complex needs and bring creative solution to help them, their family and their business financially. She is surrender by teams of BMO professionals and experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her client.
Julie started her career with BMO in October 2000 in Quebec City where she is originally from. Julie moved to Ottawa in 2007 to further her career with BMO as well as to start a family. Over the last 20 years, she occupied various roles over the company, including leadership. In 2017, Julie joined the team at Private banking as a Senior Private Banker.
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, holds 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, 6 being at BMO, he has developed the ability to provide clear and concise advice to a variety of clients during their most stressful life events.
Estate and Insurance Advisor, Senior Vice President
With over 20 years in the estate planning and insurance industry, Phil has been with BMO Estate Insurance Advisory Services since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other Advisors, including lawyers and accountants.
In addition to his advisory role, Phil plays a key role on the division’s management team as an ambassador for Estate and Insurance Advisors across Canada. In this position, Phil leverages his experience as a top performing advisor to create opportunities and tools that will help Estate and Insurance Advisors in becoming successful advisors and leaders in their field.