Head, Managing Director -Wealth Planning, Private Wealth Canada

Kibbi Technologies Inc. - Vancouver, BC - Leads and manages the provision of specialized and advanced wealth planning, guidance and counsel to BMO's Personal Wealth Distribution businesses (Private Wealth Canada). Leverages extensive experience in leading planning professionals and utilizes deep technical planning expertise to motivate and challenge a team of advanced planning professionals with expertise in tax, estate and trust, business advisory & succession planning and philanthropy. Provides advanced planning services to HNW and UHNW clients and supports all frontline professionals who are delivering planning within Personal Wealth ensuring they have access to ongoing resources, tools and systems to assist in complex planning issues. Develops a strategy to ensure BMO has leading and…