Leigh Vyn

Director, Wealth Services @Bmo Wealth Management - Canada

Hamilton, ON, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Feb 2017 — Present

Director, Wealth Services @Bmo Wealth Management - Canada

View department →

EDUCATION

1992 — 1996

McMaster University

B.Comm (Hons)

SKILLS

Investment AdvisoryTaxRetirement PlanningFinancial AdvisoryWealth ManagementMutual FundsFinancial AnalysisFinancial PlanningFinanceWealthFinancial ServicesRisk ManagementPortfolio ManagementStrategic Financial PlanningInvestmentsAsset Management

ABOUT LEIGH VYN

By actively listening to clients’ unique goals and objectives, I work to make sure that their tax and estate is the right solution for them, fully integrated into the larger wealth plan.” With over twenty years of experience, I understand the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, I am able to bring my extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance. I can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand. Using a holistic approach, I collaborate with my colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. My goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Leigh Vyn — Director, Wealth Services at Bmo Wealth Management - Canada in Hamilton, ON, CA | Unifers