Jim is a senior estate and insurance advisor at BMO Private Wealth, Toronto, ON. He is accountable for providing estate and insurance advice to high-net-worth clients through sophisticated, forward-thinking wealth management planning. He offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – with over 25 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth. Jim is a CPA, has completed the CPA Canada’s In-Depth Tax program, and has a Master of Taxation from the University of Waterloo. He is a member of the Canadian Tax Foundation and a past board member of FP Canada.