About Sue
Sue advises high net worth individuals and families on specialized estate and trust solutions as part
of an integrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.
Called to the bar in both Ontario and British Columbia, clients benefit from her extensive experience with Will, estates, trust and incapacity issues. Using her strong interpersonal skills, she is able to simplify complex estate matters for clients so that they have the confidence to instruct their trusted professionals to set up their estate plans.
Experience and background
Prior to joining BMO Private Wealth, Sue gained invaluable experience at a regional London, Ontario law firm where her practice focused on private client services including estate planning, Wills, trusts and estate administration ranging from routine matters to complex multi-jurisdictional estates.
Sue previously worked with a large national trust company where she dealt with High Net Worth clients and advised them on their complex estate planning.
