With over 25 years in the estate planning and insurance industry, Phil has been with BMO Estate Insurance Advisory Services since 1998. Phil provides comprehensive advice for personal estate, corporate estate and insurance needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other Advisors, including lawyers and accountants.
In addition to his advisory role, Phil plays a key role on the division’s leadership team as Senior Vice President and helping lead BMO EIASI group within the BMO Wealth Management Group. Furthermore, as a top performing advisor, he creates opportunities and tools to help foster a winning environment for his fellow colleagues and provides guidance to ultimately help Estate and Insurance Advisors deliver a superior client experience.
