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Stuart Clark Email & Phone Number
Senior Estate and Insurance Advisor
at
BMO Estate Insurance Advisory Services Inc.
1 work email found
@bmo.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Estate and Insurance Advisor
Location
Kitchener, Ontario, Canada
Company size
Who is Stuart Clark? Overview
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Quick answer
Stuart Clark is listed as Senior Estate and Insurance Advisor at BMO Estate Insurance Advisory Services Inc., a with 9 employees, based in Kitchener, Ontario, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Stuart Clark.
Stuart Clark previously worked as Senior Estate & Insurance Advisor at Bmo Estate Insurance Advisory Services Inc. and Estate & Insurance Advisor at Bmo Estate Insurance Advisory Services. Stuart Clark holds Mtax, Taxation from University Of Waterloo.
Company email context
Email format at BMO Estate Insurance Advisory Services Inc.
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{first}.{last}@bmo.com
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Profile bio
About Stuart Clark
I am passionate about…Specialties: Taxation, farm and business structuring, retirement, succession and estate planning, advanced life insurance strategies, investment management, trust planning
Listed skills include Estate Administration, Estate Planning, Special Needs Planning, High Net Worth, and 29 others.
Current workplace
Stuart Clark's current company
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Bmo Estate Insurance Advisory Services Inc.
Employees
9
AeroLeads page
11 roles · 27 years
Stuart Clark work experience
A career timeline built from the work history available for this profile.
Senior Estate & Insurance Advisor
Current
Jan 2022 - Present
Estate & Insurance Advisor
Current
Bmo Estate Insurance Advisory Services
Facilitating and implementing planning-based life insurance and estate advisory services exclusively for the clients of BMO Private Banking in Ontario Region.As a market broker and experienced advisor, it is my role to provide tax-advantaged solutions to enable high and ultra-high net worth families perpetuate intergenerational wealth and maximize wealth planning efficiencies.Most importantly, it is my goal to ensure that clients are made aware of - and firmly understand - opportunities… Show more Facilitating and implementing planning-based life insurance and estate advisory services exclusively for the clients of BMO Private Banking in Ontario Region.As a market broker and experienced advisor, it is my role to provide tax-advantaged solutions to enable high and ultra-high net worth families perpetuate intergenerational wealth and maximize wealth planning efficiencies.Most importantly, it is my goal to ensure that clients are made aware of - and firmly understand - opportunities and solutions to reduce accrual and estate taxation obligations and are enabled to reach their personal and family goals in the most effective manner possible. Show less
Nov 2016 - Present
Director Wealth Services
Financial Advisory: TaxationSuccession, Retirement, Estate Planning
May 2008 - Nov 2016
President
Waterloo Wellington Estate Planning Council
Continuing Executive Board Member to present.
Oct 2011 - Oct 2013
Sep 2008 - Jun 2011
Technical Financial Consultant
Firm Consulting Inc.
Taxation, busines structuring, investment and insurance strategies.
Jan 2006 - May 2008
Consultant, Tepg
Nov 2002 - Jan 2006
Consultant
Great West Life
Tax & Estate Planning Group
Nov 2002 - Jan 2006
Consultant
London Life
Tax & Estate Planning Group
Nov 2002 - Jan 2006
Tax Specialist
2000 - 2003
~3 yrs
2 education records
Stuart Clark education
Mtax, Taxation
Ba(Hons), English Lang & Lit
FAQ
Frequently asked questions about Stuart Clark
Quick answers generated from the profile data available on this page.
What company does Stuart Clark work for?
Stuart Clark works for BMO Estate Insurance Advisory Services Inc..
What is Stuart Clark's role at BMO Estate Insurance Advisory Services Inc.?
Stuart Clark is listed as Senior Estate and Insurance Advisor at BMO Estate Insurance Advisory Services Inc..
What is Stuart Clark's email address?
AeroLeads has found 1 work email signal at @bmo.com for Stuart Clark at BMO Estate Insurance Advisory Services Inc..
Where is Stuart Clark based?
Stuart Clark is based in Kitchener, Ontario, Canada while working with BMO Estate Insurance Advisory Services Inc..
What companies has Stuart Clark worked for?
Stuart Clark has worked for Bmo Estate Insurance Advisory Services Inc., Bmo Estate Insurance Advisory Services, Bmo Private Banking, Waterloo Wellington Estate Planning Council, and Canadian Association Of Family Enterprise.
How can I contact Stuart Clark?
You can use AeroLeads to view verified contact signals for Stuart Clark at BMO Estate Insurance Advisory Services Inc., including work email, phone, and LinkedIn data when available.
What schools did Stuart Clark attend?
Stuart Clark holds Mtax, Taxation from University Of Waterloo.
What skills is Stuart Clark known for?
Stuart Clark is listed with skills including Estate Administration, Estate Planning, Special Needs Planning, High Net Worth, Financial Planners, Income Tax, Succession, and Estate Tax Planning.
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