Phil joined BMO Private Wealth in 2021 after more than a decade of experience with Big Four accounting firms. Throughout the years, his focus has always been on delivering integrated tax planning and practical solutions for his owner-manager clients and their families, their businesses, and their investment holding companies.
Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. He knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations and divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.
