John is an experienced business advisor and brings a broad base of strategic, technical and business planning experience to BMO Private Wealth. John is the national leader of a team of highly skilled professionals offering individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
John has over 20 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.
John holds an Honours Degree in Business Administration from the Schulich School of Business, York University, and is a Chartered Professional Accountant (CPA, CA), Chartered Business Valuator (CBV), and has earned the Family Enterprise Advisor designation (FEA) from the Institute of Family Enterprise Advisors.
