Senior Portfolio Manager & Senior Wealth Advisor
Jan is a Wealth Advisor and Portfolio Manager with BMO Nesbitt Burns.
With over 25 years of experience in the investment business Jan has the knowledge and expertise to guide her clients through the Financial Planning and Portfolio Management process. She helps make personal and financial goals a reality.
Jan graduated from UBC with a Bachelor's Degree and has completed the Investment and Portfolio Management course, the Professional Financial Planning course and the Wealth Advisory course.
Jan grew up in Vancouver and enjoys spending time in the mountains and on the ocean. She is an avid cyclist and was a fishing guide in her past life.
Cindy, a Registered Representative with many years of experience in the financial services industry, joined BMO Nesbitt Burns in April 2012. She has a broad knowledge of the industry and provides our clients with all of their day-to-day service and administrative needs.
Cindy graduated from Simon Fraser University with a Bachelor of Science, majoring in Mathematics & Computing Science. She is currently working towards her associate designation.
In her spare time, she enjoys practicing yoga and spending time with her family.
Senior Investment Associate & Associate Portfolio Manager
Adam joined BMO Nesbitt Burns in 2011. He grew up in North Vancouver and obtained his Bachelor of Business Administration degree from Capilano University.
He is a Senior Investment Associate who holds the Chartered Investment Manager (CIM®) designation.
Currently he is responsible for the financial planning, investment and wealth management needs of our clientele.
In his spare time Adam enjoys exploring the surrounding mountains, sport fishing and spending time at his cabin on the Sunshine Coast.
Client Service Assistant
Jane joined BMO Nesbitt Burns in January 2023, with two years of experience working in the financial services industry.
Jane graduated from Queen’s University with an Honours Bachelor of Arts, majoring in Political Science and Economics. She is currently working towards completing all of her industry courses.
Currently, Jane is responsible for the day to day service of our clients and their administrative needs.
In her spare time, Jane enjoys spending time with her family and friends, exploring beautiful BC, and reading a good book.
Nicco Bautista, LL.B, MA
Director, Estate Planning, BMO Private Wealth
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 Chan, CPA, CA
Director, Wealth Planning, BMO Wealth Planning
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.
Trust & Estate Consultant, BMO Private Wealth
As a Trust & Estate Consultant at BMO Private Wealth, Michael brings professional expertise and advice to help individuals and their families enjoy the opportunities wealth brings while simplifying its complexities. He builds a lasting relationship with each client by getting to know what matters most to them – their short- and long-term priorities on family, work, lifestyle and money.
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.