Lydia has strategic oversight and leadership of the Estate Planning and Philanthropic Advisory Services team which is made up of 15 seasoned estate planning specialists and two philanthropic consultants who support BMO Private Wealth financial professionals and their clients by advising high net worth families and their professional advisors on practical and informed estate solutions.
Drawing on more than two decades of estate planning and strategic philanthropy expertise, Lydia acts as a trusted resource, leading high-level planning discussions, presenting seminars and writing timely commentaries on emerging developments in her field. Lydia assists clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting.
Her estate planning and trust administration background allow her to also ensure that clients’ philanthropic goals are part of their larger wealth and estate plan. Having worked with clients and beneficiaries of estates, Lydia’s approach to planning takes into consideration unique family dynamics and conflict resolution.