John Waters Cpa Cfp Email & Phone Number | Responsible for the strategic oversight of Tax & Estate Planning at BMO Wealth Management, I lead a team of specialists who support Investment Advisors by providing HNW clients with practical tax and legal guidance in the context of a broader wealth plan. Collectively, we deliver innovative, client-focused solutions, helping our partners further cement their relationships with affluent individuals, business owners and families. Drawing on more than two decades of tax planning expertise, I act as a trusted resource – leading high-level planning discussions, presenting tax seminars on evolving issues, and writing timely client-facing commentaries on emerging tax and estate planning developments. A recognized subject matter expert for the mainstream media, I have also consulted on developing Canadian tax legislation – all driven by my passion for resolving complex tax situations. Collaborating closely with clients, my goal is to meet their diverse objectives, working to translate meaningful conversations into actionable ideas– based on an acute understanding of their unique concerns, family dynamics, and business structures. Whether it’s tax-efficient wealth transfer, estate planning or insurance solutions, we provide a fresh perspective, working in tandem with our clients’ external advisors. Ultimately, I’m motivated by helping people fulfill their wealth aspirations- seeing firsthand the benefit of our specialized knowledge and empowering them to proactively plan for the future. BMO Wealth Planning As part of BMO Wealth Planning – a dedicated team of highly disciplined Tax, Estate & Trust, Financial Planning and Philanthropic specialists – I’m aligned with my colleagues to simplify the complexities of wealth, offering affluent families and entrepreneurs a uniquely personalized experience. Planning-focused, our solutions are informed by insight, expertise – and a commitment to help clients realize their aspirations, at all stages of life.

John Waters Cpa Cfp

Responsible for the strategic oversight of Tax & Estate Planning at BMO Wealth Management, I lead a...
Bmo Financial Group, 234 Simcoe St 1st Fl, Canada

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John Waters Cpa Cfp’s Email john.waters@bmo.com

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John Waters Cpa Cfp’s Location Bmo Financial Group, 234 Simcoe St 1st Fl, Canada

John Waters Cpa Cfp’s Current Industry Bmo Nesbitt Burns

John Waters Cpa Cfp’s Prior Industry Pricewaterhousecoopers

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Work Experience

Bmo Nesbitt Burns

Vice President and Head of Tax & Estate Planning

2007-03-01 00:00:00 - Present

Pricewaterhousecoopers

Senior Manager - Taxation

1993-09-01 00:00:00 - 2007-03-01 00:00:00

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FAQ About John Waters Cpa Cfp

John Waters Cpa Cfp is located at
Bmo Financial Group, 234 Simcoe St 1st Fl, Canada

John Waters Cpa Cfp is a Responsible for the strategic oversight of Tax & Estate Planning at BMO Wealth Management, I lead a team of specialists who support Investment Advisors by providing HNW clients with practical tax and legal guidance in the context of a broader wealth plan. Collectively, we deliver innovative, client-focused solutions, helping our partners further cement their relationships with affluent individuals, business owners and families. Drawing on more than two decades of tax planning expertise, I act as a trusted resource – leading high-level planning discussions, presenting tax seminars on evolving issues, and writing timely client-facing commentaries on emerging tax and estate planning developments. A recognized subject matter expert for the mainstream media, I have also consulted on developing Canadian tax legislation – all driven by my passion for resolving complex tax situations. Collaborating closely with clients, my goal is to meet their diverse objectives, working to translate meaningful conversations into actionable ideas– based on an acute understanding of their unique concerns, family dynamics, and business structures. Whether it’s tax-efficient wealth transfer, estate planning or insurance solutions, we provide a fresh perspective, working in tandem with our clients’ external advisors. Ultimately, I’m motivated by helping people fulfill their wealth aspirations- seeing firsthand the benefit of our specialized knowledge and empowering them to proactively plan for the future. BMO Wealth Planning As part of BMO Wealth Planning – a dedicated team of highly disciplined Tax, Estate & Trust, Financial Planning and Philanthropic specialists – I’m aligned with my colleagues to simplify the complexities of wealth, offering affluent families and entrepreneurs a uniquely personalized experience. Planning-focused, our solutions are informed by insight, expertise – and a commitment to help clients realize their aspirations, at all stages of life.