BMO Nesbitt Burns
730 View Street, 10th Floor
One Bank Partners
At BMO Wealth Management, we come together as one team to offer a seamless experience focused on helping clients plan, grow, protect, and transition their wealth with confidence.
Working in unison with our Private Banking Partners, we collaborate to create an exceptional and differentiated client experience that is unmatched in the industry.
Drawing on a comprehensive array of specialized wealth management disciplines, we offer customized wealth planning, investment management, banking, tax planning, trust and estate, philanthropy, business succession planning, and family office services.
At BMO Nesbitt Burns, we actively engage with our 'One Bank Partners' to better serve our clients' complex and unique needs. With our team of industry experts by your side, you and your family can enjoy the life you have built with confidence.
For more information on how we can help you better achieve your goals, please contact your BMO Nesbitt Burns Investment Advisor directly.
Senior Private Banker
With over three decades of experience at BMO Financial Group and over a decade of experience as a Private Banker, Susan is a leader in providing integrated services to affluent families at all stages of their lives.
Susan has extensive banking and lending experience with both personal and commercial clients, guiding families through tough times of transition and meeting their day-to-day needs. Susan has focused on serving affluent and ultra-high net worth individuals and families, as well as corporations and institutions throughout Vancouver Island.
Susan has a deep understanding of how all channels of the bank work, and with her breadth of experience you can be confident that she will be able to bring it all together for you, your family, and your business.
Melanie Wakely, PFP
Senior Private Banker
With almost a decade in the financial services industry, and two decades being self-employed, Melanie is an expert member of our Private Banking team. Prior to joining the Private Bank, Melanie guided and advised BMO clients as a Financial Services Manager and Financial Services Coordinator. Melanie obtained the Personal Financial Planner designation in 2015.
Melanie serves affluent and ultra-high net worth individuals and families, as well as corporations and institutions throughout Vancouver Island. She has extensive banking and lending experience with both personal and commercial clients, and she is known for getting it done right the first time, making things happen during challenging times.
With Melanie's banking and entrepreneurial experience, you can be confident you have a partner who will understand your personal and professional needs, and who is dedicated to ensuring you benefit from the unique services and solutions offered by BMO Private Banking.
Kirk O'Brien, CPA, CMA, MBA, PFP, TEP
Director, Wealth Planning, BMO Wealth Planning
Kirk advises high net worth individuals, families, professionals and business owners on comprehensive wealth planning including Retirement, Tax, Trust & Estate, Succession and Philanthropic planning and solutions. Drawing on extensive experience, Kirk helps clients understand and articulate objectives for their wealth. A skilled listener, he focuses on discovery to create value by helping them identify issues and narrow the scope of planning. Kirk is a member of CPA BC, The Society of Trust & Estate Practitioners (STEP), the Canadian Tax Foundation and the Estate Planning Council of Victoria.
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.
BMO Private Banking, part of BMO Private Wealth, has been awarded Best Private Bank Canada and Best Private Bank for Entrepreneurs Globally and in North America, 2020 by Global Finance magazine.
The 2020 Global Finance World’s Best Private Banks Awards recognizes BMO Private Banking for its distinguished specialized service focused on helping high net worth clients and their families with all of their wealth needs. BMO Private Banking helps clients grow, preserve and protect their wealth through innovative advice-based solutions, including investment management, tax planning, business succession planning, trust and estate services, and philanthropy.
This year’s award winners were selected by Global Finance’s editorial board and were based on the bank’s performance between July 1, 2018 and June 30, 2019. BMO Private Banking and other award recipients will be honoured at the World’s Best Private Bank Awards Dinner in New York City in March 2020.
2011 – 2019 World Finance Banking Awards
The World Finance Banking Awards are known throughout the financial press as the pinnacle of achievement for major banks.
The World Finance Award Selection Panel used a wide range of criteria to inform its decision over its awards, lending the critical eye of over 200 collective years of business journalism to the exhaustive information gathered by the research team. From 2011 – 2019, we have received the World Finance Banking Award for "Best Private Bank, Canada."