Log in
Forgot password


Estate Planning Council of CANADA

Lydia Potocnik

BMO

 

Member profile details

First name
Lydia
Last name
Potocnik
Organization / Company Name
BMO
Province
Ontario
City / Town
Toronto
Picture / Headshot
Profession / Category
Lawyer
Phone number
2897755158
Office Address
BMO Private Wealth
100 King Street West, 42nd floor
Toronto, Ontario
M5X 1A9
Education / Professional Designation(s)
Bachelor of Laws degree, University of Windsor
Trust and Estate Practitioner (TEP)
Family Enterprise Advisor (FEA)
Areas of focus or specialization
I provide estate and trust planning and estate administration services to our private wealth clients as well as strategic gift planning guidance to individuals and families.

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



Featured members


2025 Copyright © Estate Planning Council of Canada.  All rights reserved.

View our policies:  Privacy Policy, Terms of Use, Cookie Policy