Carol brings over 30 years of legal experience and dedicated estate planning expertise to her role. Carol came from a combination of private practice in law and consulting for international clients 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 of Estate Planning at BMO Private Wealth, Carol assists clients from many backgrounds to comprehend their present circumstances and to develop their 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.
