Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving, creating tailored solutions for a diverse group of clients.
Our Wills & Estate Planning Specialist
Nicco Bautista, LL.B, MA
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.
Our Estate and Insurance Specialist
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.
Our Wealth Planning Specialist
Valerie Chan, CPA, CA
Director, Wealth Planning, BMO Wealth Planning
Valerie is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.
Our Tax Specialist
Myen Lim, CPA, CA, CFP, FEA
Estate and Insurance Advisor
My approach to developing customized and actionable insurance recommendations always starts with the client. My clients include sophisticated individuals, professionals, business owners, and families who have achieved a level of success and need help to protect and grow their wealth in ways that will align with their future vision.
In addition to insurance, I bring to the table knowledge and expertise in wealth, tax and estate planning in my former roles as a tax and estate planning specialist in the accounting profession and as a BMO planning advisor in the ultra high net worth wealth management space.