Debra works with clients and advisors to develop and implement solutions for wealth planning issues. She provides advice on structuring estate plans, protecting assets and ensuring an efficient and effective administration and transfer of assets. Also, she provides advice through BMO Trust Company’s agent services to individuals who act as powers of attorney and in other similar roles.
Debra is well regarded in the estate and trust community and has served in several leadership roles throughout her career. She is a former Chair of the Society of Trust and Estate Practitioners’ Vancouver branch and a former President of the Estate Planning Council of Vancouver.
Using a holistic approach, Debra collaborates with her colleagues in BMO Private Banking to design integrated solutions to help clients achieve their personal wealth goals.
Debra’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Debra knows how to navigate the nuances and complexities of wealth