GOTTESMAN WEALTH ADVISORY - Key Persons
Job Titles:
- Investment Advisor
- Portfolio Manager
Job Titles:
- Hons ), LL.B, TEP / Director, Estate Planning
Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is adept at communicating the importance of a total estate plan to clients and advisors alike.
Elizabeth has a wealth of experience in the world of estates and trusts. She joined BMO after 7 years in private practice, where her practice encompassed estate litigation, planning and administration, alternative dispute resolution, and incapacity planning. She most recently spent 3 years at a national trust company, where she honed her expertise in estate planning for high net worth clients. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.
Jim brings together the knowledge and experience of our in-house tax and estate professionals. Jim works with advisors and their clients to develop sound wealth management plans. He provides support and direction on complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.
Jim has over 20 years of professional experience in the wealth management industry as a financial planner, a director of financial planning at a major wealth management firm and a part-time professor teaching financial planning courses. He has taught at both Seneca College and The Canadian Securities Institute. Jim has given numerous seminars on tax and estate.
James is part of an integrated team of in-house technical specialists that work together to facilitate a superb client experience that delivers customized solutions to address the unique and complex needs of clients.
Prior to joining BMO in 2015, James worked at boutique investment firm, a large insurance company and as a subject matter expert for Moody's Analytics. James has experience with the creation and implementation of complex financial plans to service high net worth families and individuals including professionals, executives, business owners and professional athletes.
James is a Certified Financial Planner and Certified International Wealth Manager. In addition, he is also a student at the Lazaridis School of Business and Economics in the MBA CPA program.
Job Titles:
- CA, CFP, TEP / Head of Tax
John's area of expertise includes personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives and entrepreneurs. John is a Chartered Accountant (CA), CERTIFIED FINANCIAL PLANNER (CFP®) and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B. Comm) From Queen's University.
Before joining BMO Nesbitt Burns, John was employed by a large, international accounting firm as a senior member of the Toronto High Net Worth tax practice. John has also assisted in the design and execution of executive compensation plans and has expert ice in a wide range of planning scenarios involving the taxation of individuals, corporations, trusts, and partnerships.
Job Titles:
- Investment Representative