Our Extended High Net Worth Team

Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.  

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. 

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. 

Christina brings a depth of knowledge in Canadian tax and accounting drawing from her time in public practice and from her designation as a CPA. Christina is excited to bring you a customized strategy tailored specifically to your family’s wealth management needs and to address all aspects of managing, preserving, enhancing and transferring wealth. She will also leverage the dedicated team of highly disciplined industry experts and designated specialists in Tax, Estate & Trust, Financial Planning, Business Advisory & Transition Planning, and Philanthropic Advisory specialists to simplify the complexities of wealth.
 
Education & Experience
 

• Bachelor of Business Administration (BBA) with a major in Accounting
• Chartered Professional Accountant (CPA)
• CPA In-Depth Tax Course

 
Prior to joining BMO Private Wealth, Christina spent the last 9 years specializing in Canadian tax, including five years as a Tax Manager working with high net worth clients, private companies, and their key stakeholders. Christina has experience with a wide variety of tax issues including personal, corporate, and estate planning.

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.

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.

Teri has been in the financial services industry for over a decade. Her rich experience in lending, investing, and financial planning has spanned across the Lower Mainland covering the Tri-Cities and Fraser Valley. Most notably, Teri specialized in working with the complex corporate and commercial clientele at the BMO Flagship Downtown Vancouver Branch.
 

She is active in the community through volunteer efforts with prominent local campaigns. On her spare time, Teri enjoys trying new ventures, such as completing half-marathons, scuba diving, Polar Bear swims and Tough Mudder, while still finding the time to be a dog mom and an avid baker.
 

With a passion for numbers and analytics, Teri obtained her BSc. in Cellular Biology & Genetics at The University of British Columbia. During her studies, she co-authored 2 publications in Journal of Molecular Biology and Proceedings of the National Academy of Sciences USA.

Jordan assists our high net worth and ultra high net worth families with their complex banking and lending needs. Bringing over a decade of experience as Senior Commercial Banker, he provides a unique perspective to his clients as he understand the complex and conflicting needs of business owners and professionals with respect to the corporate structures and engines that drive their wealth. He is highly collaborative in nature with our Commercial Banking group which bridges the discussions on behalf of clients.

With a philosophy that begins with modeling a detailed financial plan, analyzing projected net worth, liquidity opportunities, and enhanced tax strategies, he utilizes his experience to tailor solutions that bridge the gap between their business and personal needs. Jordan’s areas of expertise include corporate cash flow, professionals, insurance lending and partner capital loans. In his free time you can find him on the golf course in the summer and the ski hill in the winter, while drinking red wine in any weather.