Course details

    1. Presentation

    2. Recording

About this course

  • $49.00
  • 1.25 CPD hours
  • November 5, 2024

Instructor(s)

Carol Willes

BComm, LLB, MBA, LLM, TEP

Director, Estate Planning, BMO Private Wealth

Carol’s experience in the estate planning world started in 2008 when she joined a major Canadian trust company as a Senior Will & Estate Planner in Kingston, Ontario. Carol came from a combination of private practice in law and consulting for international clients from in the areas of business structuring, succession planning and financing. She has taught both undergraduates and executives at Ottawa U and the Queen’s University School of Business and Faculty of Law, in the fields of international business, law and ethics. Carol is a frequent speaker and media commentator on matters of estate and trust planning.

As Director of Estate Planning at BMO Private Wealth, Carol strives to provide meaningful, client-centered advice and solutions to help real people build their legacy and find peace of mind in the context of their entire wealth story.