Our Partners

Tyler has always been passionate about helping people, especially with their finances. After being accepted into the University of Ottawa’s Telfer School of Management, Tyler quickly learned the importance of financial management and switched his degree major from Marketing to Finance.
Once graduated, Tyler started to pursue his Chartered Professional Accountant (CPA) designation to further his grasp on the financial landscape we all are navigating. At BMO Private Wealth, he now uses this knowledge to provide customized solutions to serve the unique needs of his clients.

As a Private Banker at BMO Private Wealth, Brad advises Canadian families, professionals, business owners and executives on day-to-day banking, lending (simple and complex) as well as cash flow management to help them reach their business and personal financial objectives. He looks to manage the complexities and navigate the financial world in order to allow you to focus on what you need and want to.

Brad joined BMO in 2013 and has over 11 years of banking and borrowing experience. He graduated with a Bachelor’s Degree in Business Administration.

Tara joined BMO Bank of Montreal in 2007 working in various roles in the branches in Ontario and British Columbia before joining the Private Bank in 2018.

Tara has a Bachelor of Arts Degree (majoring in Law) from Ottawa’s Carleton University and is a registered mutual fund investment representative in the Province of Ontario.

Pamela administers a diverse account portfolio of Estates, Trusts, EnCircle and Continuity Accounts. She works closely with clients to ensure a meaningful and enriching experience with BMO Private Banking.  Using a holistic approach, Pamela collaborates with her colleagues to design integrated solutions to enable clients to help achieve their personal wealth goals. Pamela’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

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.

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.

Karen has more than 35 years of experience in the Financial Services & Insurance Industry. Karen provides comprehensive advice for personal and corporate estate and insurance. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on taxes and liquidity.

Her work is especially key toward delivering exceptional client experiences to all advisors and clients across Eastern Ontario.

Carol brings over 30 years of legal experience with 17 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.

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 understand their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for wealth management professionals and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.

Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.