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.
Bruce Farnell, BA, LL.B
Trust & Estate Consultant
Bruce is a member of the High-Net-Worth Specialized Planning Team who supports BMO Nesbitt Burns by providing comprehensive wealth and estate planning to successful Canadian families. Bruce is a lawyer who developed his expertise in estate planning over 30 years in private practice and with BMO.
Bruce earned an undergraduate degree from Western University and a law degree from University of Ottawa. He is a member of the Law Society of Ontario, several local County Law Associations and the Estate Planner’s Council of London.
Bruce and his wife Sharon live in Aylmer and have two adult children. When not at work Bruce enjoys outdoor activities with his family.Bruce is a Past President of the Kinsmen Club of Aylmer and the East Elgin Branch of the Canadian Cancer Society.
Jean Richard, LL.B, LL.M, TEP
Sr Manager Cross Border & International Tax Consultant
Jean advises high and ultra high net worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.
Relying on over 35 years of professional practice Jean’s clients can rely on his in-depth technical expertise to facilitate discussions on high-level planning while addressing a wide range of situations across international, U.S. income and estate tax, and Canadian income tax considerations.
Jean joined BMO Wealth Management in 2001 with a solid expertise acquired advising individual clients and business owners with a leading Canadian insurance carrier, a leading accounting firm and a law firm.
Leigh Vyn, CPA, CA, CFP, FEA
Director, Tax 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.
Karen Sparks, MBA, CFP, TEP
Senior Wealth Management Consultant
Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understands their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for Investment
Advisors and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.
Director, Wealth Planning
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.
Estate & Insurance Advisor, Vice-President
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.
Director, Trust Services
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 over 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 as well as providing financial care and management solutions for clients and their families to manage their wealth plans in the event of health or incapacity issues.
Director and Senior Private Banker
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.
Brad MacDougall, MBA
Senior Private Banker
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.
Senior Private Banker
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.