Our Partners

Taylon provides advanced and customized services to Canadians for their banking, lending and cash management needs. Taylon works closely with families, business owners, professionals and executives to help achieve their long and short term financial goals so that they can get the most out of their lifestyle and spend time where it matters most to them.

He works closely with a team of professionals to help provide financial planning advice to client's on big picture goals such as tax planning, investment management and estate planning. Together we aim to give top-tier planning and adapt as clients progress through their different stages of life.

Van Wong is a senior relationship manager at Bank of Montreal with over two decades of experience in providing banking solutions to retail and commercial clients. Van provides a wide range of banking solutions to his clients that include credit, investments, bank accounts, and work diligently with business partners for estate planning, wealth management and succession planning. Van remains one of the highly-trusted banking advisors of the company.

Van graduated from the University of Saskatchewan with a Bachelor of Commerce degree in Finance and Business Economics. He worked at varies roles in the past that include investment representative at a brokerage firm, business advisor and senior personal banker at a financial institution.

During his time off from advising duties, Van enjoys travelling and hiking with his family. He also likes watching geopolitics, hockey, and basketball.

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 and 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 and business planning expertise to BMO Wealth Management.

Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.

Eric works with high‑net‑worth clients to design insurance‑based strategies that support complex tax, estate, and philanthropic goals. His focus is on protecting permanent capital and strengthening long‑term legacies by translating technical concepts into clear, actionable advice.
 
Eric brings over 25 years of experience in the insurance industry, beginning his career at a large Canadian life insurance company as an Actuarial Analyst and Product Manager. This foundation gives him deep insight into the mathematical and structural mechanics of life insurance, allowing him to demystify sophisticated planning strategies and help clients make confident, well‑informed decisions.
 
Originally from the East Coast, Eric has called Alberta home since 2008. Outside of work, he is an avid skier and hiker and a lifelong pianist. Eric holds a Bachelor of Mathematics from the University of Waterloo and is a Chartered Financial Planner (CFP) and Chartered Life Underwriter (CLU). 

As a Trust Officer at BMO Private Wealth, Ching specializes in the efficient and effective transfer of wealth through estate and trust administration, power of attorney services, and financial concierge programs. Ching has worked in the financial industry for 25 years, and has over 15 years of experience in Wealth and Estate planning. Ching manages estates with various complexities and is well equipped to recognize and plan against potential issues in estate administration.