Timothy Ruffilli, CFA

Director & Senior Investment Counsellor

Tel: 519-667-1435

Address

BMO Private Wealth
255 Queens Avenue
Suite 2560
London, ON
N6A 5R8
Map

Contact Me

Our Partners

Our Partners

Adam 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
Director, Estate Planning

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.L, LL.M, Mint Tax, 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.

Lydia Potocnik, LL.B, TEP
Vice President, Philanthropic Advisory Services

Lydia assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. Her estate planning and trust administration background allow her to also ensure that clients’ philanthropic goals are part of their larger wealth and estate plan. Having worked with both clients and beneficiaries of estates, Lydia’s approach to planning takes into consideration unique family dynamics and conflict resolution.

Lydia joined BMO Wealth Planning in 2011 as a Will & Estate Planning Consultant working with clients on all aspects of their estate and trust planning. She then assumed a leadership role with BMO Trust Company where she was responsible for overseeing all aspects of the estate and trust administration business in Ontario. Prior to joining BMO, Lydia led a very successful philanthropy program at a major hospital foundation where she advised donors on how to build a lasting philanthropic legacy. She has contributed to numerous publications and media appearances related to her work.

Chris Jermyn, CFP, RRC
Director, Wealth Planning

Tel: (519)667-6167
Email: chris.jermyn@bmo.com

 
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. 

Dave Kent, 
Vice-President, Estate and Insurance Advisor

Tel: (519)646-1236
Email: david.kent@bmo.com
 
David works closley with you to build your wealth in the most tax effective way, enhance your cash flow in retirement, fund tax liabilites that exist within your estate plans, or help maximize your philanthropic desires.  He will bring these ideas to life with customized recommendations tailered to your goals.

Lisa Mazurek, BA, TEP
Director, Trust Services

Tel: (519)667-6223
Email: lisa.mazurek@bmo.com

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.

Chris Jackman, BBE, PFP
Director and Senior Private Banker

Tel: (519)667-6249
Email: chris.jackman@bmo.com
 
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

Tel: (519)667-6290
Email: brad.macdougall@bmo.com

 
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.