Jonathan Morse
Director, Wealth Planning @Bmo Wealth Management - Canada
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WORK HISTORY
Director, Wealth Planning @Bmo Wealth Management - Canada
Toronto, CA
As an estate and trust planner, I work with individuals and business owners to provide comprehensive estate and incapacity plans. An estate and incapacity plan will help you to:• Minimize taxes and probate fees, where applicable;• Reduce estate administration costs;• Determine how your assets will be distributed to loved ones and charities;• Protect the value of your estate; and• Understand effective ways to assist family members with special needs.
EDUCATION
Queen's University
Honours Bachelor, History
Ryerson University
Bachelor of Applied Arts, Journalism
York University - Osgoode Hall Law School
Master of Laws (LL.M.), Tax Law/Taxation
University of Ottawa
LL.B., Common Law
SKILLS
ABOUT JONATHAN MORSE
Lawyer with experience in estate litigation and corporate transactional work, focussed on…
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