John Waters, CPA, CA, CFP®, TEP
Vice President, Director of Tax Consulting Services at BMO Private Wealth
John has strategic oversight of the Tax Consulting team, seasoned tax specialists who support BMO Private Wealth Advisors and their clients by advising high net worth professionals, business owners and their families on practical and informed tax and estate solutions. Drawing on more than two decades of tax planning experience, he acts as a trusted resource, leading high-level planning discussions, presenting tax seminars and writing timely commentaries on emerging developments in his field.
John joined BMO Wealth Management in 2007, following 13 years at international accounting firm PricewaterhouseCoopers, where he led a team of tax professionals in the High Net Worth Planning Group in downtown Toronto. He is experienced in a broad range of tax and estate planning issues, including personal, corporate, trusts, partnerships, international and cross border, and not-for-profit taxation. John is recognized as a prominent subject matter expert and spokesperson on tax and estate planning for national print and online media and has also consulted on developing Canadian tax legislation.
John is a Chartered Professional Accountant (CPA, CA), CFP® professional and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B.Comm.) from Queen's University.