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.

Amanda works with our clients to develop an estate plan and insurance strategies that can preserve or enhance their estate, communicate their wishes, provide protection in the event of critical illness or disability, and look after their family in the event of untimely deaths. Amanda began her career in the insurance industry over a decade ago. She brings a thirst for expanding knowledge and technical skills and has achieved her CFP, CLU and TEP, all of which focus on Estate and Tax planning. She is actively involved in the local financial planning community and sits on the board for the local chapters of Advocis and STEP.

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.

With over 15 years experience in Banking, Jared brings a wealth of knowledge and expertise to the team. He is driven by helping Mid Market Commercial Clients Build, Grow and Expand their Businesses. From Owner Occupied Real Estate transactions, leveraging balance sheets for M&A, or simply providing day to day expertise on your business, Jared is a trusted partner who takes a collaborative approach to your unique business needs. Please don’t hesitate to reach out and let Jared assist with any questions you have.

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.

An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.

Bryan Bachman began his career with BMO Bank of Montreal in 2004 working in various retail positions throughout the Edmonton Metro area. Prior to joining the Private Bank, Bryan was working within the BMO Commercial Banking division for several years in numerous positions including a health care lending specialist. In this role, he was actively involved in providing tailored and customized financing and cash management solutions through-out Northern Alberta for acquisitions and new startups.