Lisa is part of the High Net Worth specialists team and she advises high net worth clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth. Having practiced law in Ontario and Alberta, clients benefit from her extensive experience with will, estates, trust and incapacity issues. Using her strong interpersonal skills, she is able to simplify complex estate matters for clients so that they have the confidence to instruct their trusted professionals to set up their estate plans.
Prior to joining BMO Wealth Management, Lisa was with a national trust company where she dealt with High Net Worth clients and advised them on their complex estate planning. Earlier in her career she practiced law in Ottawa, Ontario. Her practice was focused on private client services including estate planning, wills, trusts and estate administration ranging from routine matters to complex multi-jurisdictional estates.
Anadi Mehta , CPA, CA, TEP
Director, Tax Planning
Anadi provides tax and estate planning expertise to high net worth families and business owners. Leveraging his extensive knowledge and experience on Business Succession and Transition Planning, Tax and Estate Planning and Wealth Preservation, his clients benefit from his "hands-on"approach to client service and effective tailor-made wealth and tax planning solutions that are comprehensive, practical and integrated.
Anadi is an experienced Chartered Accountant (CPA, CA) and member of the Society of Trust and Estate Practitioners (TEP). He brings an extensive experience of working with collaborative teams of experienced professionals, providing advice to high net worth families, private companies and their owners. Prior to joining BMO, Anadi was employed in a similiar role at another financial institution, where he partnered with a multi-disciplinary team to develop holisitc and integrated wealth management strategies incorporating the unique and complex needs of high net worth clients, and offered recommendations to optimize and grow clients' wealth. His previous work experience includes several years at Deloitte LLP, where he focused on private companies, sole proprieters, and high net worth individuals with complex tax situations including international and cross-border taxation; and a boutique Calgary CA firm of financial professionals, providing business and financial advice to small and medium-sized private companies.
Anadi's goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Deanna F. Nistor, CFP, FMA, CIWM
Wealth Planning Consultant, BMO Private Wealth
As a member of the BMO High Net Worth Wealth Planning team, Deanna brings together the knowledge and experience of our in-house tax and estate professionals and provides comprehensive wealth planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Deanna helps clients understand and simplify their complex financial circumstances to help them make better financial decisions.
Deanna has been working with BMO clients to create and manage wealth for 21 years and holds three recognized financial planning designations. Prior to BMO, she worked with several major financial institutions in banking, investment, and insurance advisory roles.
Tanya McLean, CFP, PFP
Direct, Wealth Planning, BMO Wealth Planning
As a wealth planning specialist, Tanya works with relationship managers, investment counsellors, bankers, planners, and clients who are looking for expertise and guidance in managing their wealth. Tanya provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Tanya helps clients understand and simplify their wealth complexities to help them make better financial decisions.
In 1997 Tanya began working for a major Canadian Bank where she completed her Canadian Securities Course in 1998. She joined BMO Financial Group in 2000 as a Financial Planner and then in 2014 she moved to BMO Private Banking as a Wealth Planner.
Using a holistic approach, Tanya collaborates with her colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Tanya goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Nikki Holden, PFP
Vice President & Senior Private Banker, BMO Private Wealth
Nikki works with a small group of successful Canadian families to provide experienced oversight and exceptional service related to their everyday banking and wealth planning needs. With a strong lending background, Nikki offers expertise in delivering a customized range of deposit and lending structures aligned with her clients’ specific requirements. Nikki works together with a team of professional experts in investment management, trust and estate planning, and various financial planning specialties (tax, insurance, philanthropic, and succession planning). Together, we deliver a comprehensive plan that is unique to our clients’ circumstances and needs.
Private Banker, BMO Private Wealth
Tessa is a specialist in personal and commercial lending strategies for high net worth individuals and their families. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones.
Tessa will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, she will help coordinate participation from your other advisors, such as lawyers and accountants.
Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations.
Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.
An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.