Christine D. Fortin, B.Comm., FCSI, PFP, FMA, CIM
Senior Wealth Advisor, Portfolio Manager & Financial Planner
Ryan N. Lidder, B.Comm., CFP, CIM
Senior Wealth Associate & Financial Planner
Jordan Goh, BBA, CIM®
Wealth Associate
Dylan Farrago, BASc
Wealth Associate
Our Tax Specialist
Phil Haines, CPA, CA
Director, Tax Planning, BMO Wealth Planning
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.
Our Wills & Estate Planning Specialist
Vicki Xu, JD, TEP
Estate Planning Consultant
Vicki is an Estate Planning Consultant with BMO Private Wealth. She supports high net worth clients through their estate planning process by providing tailored estate and trust solutions to meet their unique needs. She works closely with other specialists on the Wealth Planning Advisory team, including Tax Planning Consultants, Business Advisory Consultants, and Estate and Insurance Advisors, to devise comprehensive solutions for clients.
As a BC licensed lawyer who holds the Trust and Estate Practitioner (TEP) designation, Vicki is well-equipped to address a wide range of estate planning matters, including probate fee planning, trust establishment and business succession strategies. Before assuming her current role as Director of Estate Planning at BMO Private Wealth, Vicki practiced law at a boutique full-service law firm and served as Senior Trust Officer with BMO Trust Company. Her hands-on experience in trust and estate administration informs her estate planning approach, enabling her to identify and mitigate potential pitfalls in the estate planning process.
Vicki is fluent in Mandarin and conversant in Cantonese.
Our Wealth Planning Specialists
Suki Chahal
Senior Wealth Planning Consultant at BMO Private Wealth
As a member of the BMO High Net Worth Wealth Planning team, Suki brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. She provides support and direction around complex issues such as retirement and income planning, tax planning, cash management, business succession, transition planning, estate and gift planning, and charitable giving.
Experience and background
Suki is originally from the UK where she completed her BA (Hon.) degree in Public Administration
and Managerial Studies. She moved to British Columbia in the mid 90s and lives in Richmond with her husband, three sons and dog Alfie. Suki has over twenty years experience in the financial services industry. Prior to working with BMO, she worked at several major Canadian banks in banking, financial planning and insurance advisory roles.
Suki brings a wealth of knowledge and experience to the wealth planning role. She has the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS™) and Registered Retirement Consultant (RRC®) designations, and is working towards the Trust and Estate Practitioner (TEP) designation. Suki is also a former recipient of the Leslie Dunstall Award for BC.
Jennifer Duong, TEP, CFP
Senior Wealth Planning Consultant, BMO Private Wealth
Jennifer brings over two decades of expertise in financial services, specializing in Wealth Planning and Estate & Trust strategies. Her career includes roles as an Investment Advisor, Financial Consultant, Financial Planner, and Estate & Trust Advisor. Drawing on this extensive experience, Jennifer delivers sophisticated, tailored solutions that provide clarity and confidence, empowering clients to achieve their long-term financial objectives.
Jennifer has achieved a Bachelor of Arts (BA) in Political Science and is also a Certified Financial Planner (CFP) and a Trust and Estate Practitioner (TEP).
Our Estate and Insurance Specialists
Jamie Wilson
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.
Sarah King, B.Comm. (Fin), PFP
Senior Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
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.
Our Business Advisory and Succession Planning Specialist
Kimiko Comeau, CFA
Director, Business Advisory & Succession Planning
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.
BC Interior and North
Magnus Aaserud, CPA, CA, CFP, TEP
Wealth & Tax Planning Consultant, Wealth Planning & Advisory Services
Magnus is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow and retirement needs analysis, tax planning strategies, risk management, philanthropy and estate planning. Drawing on his experience in tax and public accounting, his clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.