Director, Estate Planning
Nicco works with clients and other members of the BMO Wealth Planning Team to prepare estate plans for clients. These plans often include wills and trusts, after considering business and tax planning, estate and family law litigation exposure, and other complex issues which may be unique to the client, such as charitable giving and planning for family members with special needs. Nicco has experience working with clients' key advisors and family office members. Together, Nicco can help with the creation or refinement of a comprehensive estate plan that helps families achieve their goals across different generational and cultural philosophies.
Prior to joining BMO Wealth Management, Nicco worked in the private client services and wealth preservation teams of the largest law firm in Vancouver. During this time, Nicco focused on tax and estate planning issues related to individuals, corporations, trusts and estates. Nicco also has experience in estate litigation, estate administration, family law planning, and the creation of private foundations.
Using a holistic approach, Nicco collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Nicco’s goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Education & credentials
- L.L.B., University of British Columbia
- M.A., University of British Columbia
- B.A. (Hons), University of British Columbia
- Member, Canadian Association of Gift Planners
- Taiwanese / Hokkien
Director, Wealth Planning, CPA, CMA, MBA, CFP®, TEP
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 and family. A skilled listener, he focuses on discovery to create value by helping identify issues and narrow the scope of planning solutions. He is a member of CPA BC, Society of Trust & Estate Practitioners (STEP), Financial Planning Standards Council® (FPSC), the Canadian Tax Foundation and the Estate Planning Council of Victoria.
Experience & Background
Starting as a loans officer in 1989 in St. John's, NL, Kirk has 30 years of experience in banking, investments, financial planning, tax, trust & estate planning and wealth management across Canada. After 15 years with another major Canadian bank, Kirk joined BMO Private Banking in 2005 as Director, Wealth Planning in Kelowna and in 2013 he and his family moved to Victoria.
Education & credentials
- Chartered Professional Accountant (CPA)
- Canadian Management Accountant (CMA)
- CERTIFIED FINANCIAL PLANNER®
- Trust & Estate Practitioner (TEP)
- Masters of Business Administration (MBA)
- Dalhousie University, Halifax, NS
What sets us apart
Using a holistic approach, Kirk collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients' other professional counsel. Kirk's goal, as part of the HNW Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Vice President and Senior Private Banker at BMO Private Banking
JJ is an experienced banker who is committed to providing his clients with the best service and advice in the industry. JJ draws on more than a decade of progressive experience in commercial and private banking which allows him to understand the deeply intertwined nature of his clients' personal and business dealings.
JJ has two young sons and a wife who share many common interests. They enjoy skiing, camping and golf as a family. JJ enjoys personal fitness ad is also part of a competitve BBQ team.
Prior to his current role, JJ was in charge of deal structuring for BMO Private Banking for Western Canada. In this role, JJ was accountable to drive high value and complex deals forward to final approval and funding.This background provides a uniquely deep insight on financial structures and a creative thought process for achieving ideal client outcomes.
He also believes that clients want real-time, proactive expert advice which will help them understand their options as well as how to address upcomnig challenges and opportunities. His deep network allows him to facilitate the right connections at the right time which gives his clients unmatched access to BMO's resources.
He is a Certified Public Accountant (CPA) since 2005. He also holds a Masters of Business Administration from Richard Ivey School of Business and an undergraduate degree in finance and accounting.
Education & credentials:
- MBA, Richard Ivey School of Business
- Certified Public Accountant (CPA)
- Certified Management Accountant (CMA)
What sets us apart
Using a holistic approach, JJ collaborates with his colleagues in BMO Private Banking to design integrated solutions to enable clients to help achieve their personal wealth goals.
JJ's goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. JJ knows how to navigate the nuances and complexities that their goals are within reach.
Estate and Insurance Advisor
Born and raised in Vancouver, Jamie began his career in the financial industry in 2000. He previously worked as a Senior Insurance Consultant at a major bank-owned brokerage firm for 13 years.
Jamie’s objective is to review, analyze and provide insurance-based tax and estate planning strategies. Specializing in providing solutions tailored for affluent investors, Jamie provides customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.
Outside of work, Jamie is an avid athlete, playing competitive hockey and enjoying the outdoor lifestyle Vancouver has to offer with his wife Laura.