Our Extended High Net Worth Team

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.

Vicki advises high net worth individuals and families on estate and trust planning as part of BMO Private Wealth’s integrated Wealth Planning team. She works closely with clients to develop tailored estate planning strategies that preserve wealth and facilitate the efficient transfer of assets across generations.

Called to the Bar as a lawyer in British Columbia and an accredited Trust and Estate Practitioner (TEP), Vicki advises on a wide range of estate planning matters, including probate fee planning, trust planning, business succession planning, and Will Variation claims. She collaborates with multi-disciplinary professionals to deliver comprehensive solutions tailored to clients’ unique needs and objectives.

Prior to joining BMO Private Wealth, Vicki practised law at a boutique full-service law firm and served as a Senior Trust Officer with a large national trust company. Her experience in trust and estate administration provides valuable insight into the practical challenges of estate implementation, enabling her to identify and address potential planning issues before they arise.

Vicki is fluent in Mandarin and conversant in Cantonese.

With more than 10 years experience working in the trust and estate industry across multiple jurisdictions, Rhys is responsible for managing a portfolio of estates, trusts and powers of attorney. He provides clients and beneficiaries with professional administration services, where the application of technical knowledge and discretionary decision making are key components.