Our Partners

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.

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.

Elizabeth provides estate planning guidance to high and ultra high net worth individuals, families and business owners in the context of their personal wealth and business succession planning.  Her background as an estates lawyer and over 20 years of experience in the wealth management industry allow Elizabeth to facilitate wealth transfer decision-making for clients and assist them with action planning regarding their legacy goals (financial and non-financial).  Her modern approach focuses on the well-being and personal empowerment of clients by bringing them peace of mind and encouraging the pursuit of personal fulfillment.

She works collaboratively with internal and external advisors in order to ensure that all aspects of a client’s wealth plan support their estate planning, succession and legacy goals. She has LL.B. and B.Comm. degrees from McGill University and is a member of both the Law Society of Ontario and the Society of Trust and Estate Practitioners (STEP).

Chris empowers clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans. Chris helps clients find peace of mind about their financial future centered around what is important.

David works closely with you and your advisors to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilities that exist within your estate plans, or help maximize your philanthropic desire.  David will bring these ideas to life with customized recommendations tailored to your goals.

Prior to joining BMO Estate and Insurance Advisory Services, David worked with a major Canadian insurance organization for twenty years where he held many senior leadership roles.  During that time David had extensive involvement in organizational strategy, product pricing, product design, client service, distribution, advanced planning, and marketing. David has been a frequent speaker at industry and client events across Canada and the United States.

David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.

David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.

If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.

If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.

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, having over 30 years of experience, he is an expert in his field.

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.

Brad is a professional relationship manager uniquely positioned 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.

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.