John Waters

CPA, CA, CFP, TEP, Vice President, Director of Tax Consulting Services, BMO Wealth Planning & Advisory Services

John’s areas of expertise include personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives and entrepreneurs.

Before joining BMO Wealth Management, John was employed by a large, international accounting firm as a senior member of the Toronto High Net Worth tax practice. John has also assisted in the design and execution of executive compensation plans and has experience in a wide range of planning scenarios involving the taxation of individuals, corporations, trusts and partnerships. John is a Chartered Accountant (CA), CERTIFIED FINANCIAL PLANNER® or 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.

Current Podcasts

Podcast: Using ETFs for Tax-Loss Selling Strategies - November 11, 2024

As we approach the end of the year, many investors are thinking about tax efficiency within their portfolio. Tax loss selling can have a significant impact on investment strategy and tax planning. In this special episode, your host Erin Allen, Vice President, ETF Online Distribution, BMO ETFs, joins John Waters, Vice President, Director of Tax Consulting Services, BMO Private Wealth, and Andrew Vachon, Vice President, Product Marketing, BMO Global Asset Management, to dig into this topic and how ETFs can help create tax-efficient strategies. This episode was recorded live on November 11, 2024.

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Podcast: 2024 Federal Budget Highlights - April 18, 2024

In today’s deep-dive episode, John Waters, and your host, Erin Allen, discuss the key takeaways from Ottawa’s recently released 2024 federal budget, breaking down capital gains tax changes, measures affecting registered plans, and other notable proposals — and what it could mean for you. Erin Allen is Vice President of Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by John Waters, who is Vice President and Director of Tax Consulting Services at BMO Private Wealth. The episode was recorded live on Thursday, April 18, 2024.

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