Jan Canning
Senior Portfolio Manager & Senior Wealth Advisor
Adam Canning
Investment Advisor & Associate Portfolio Manager
Jane Thomson
Associate
Paulina Labelle
Client Service Associate
Sangzi Zhou
Director, Estate Planning at BMO Private Wealth
Sangzi Zhou is the Director, Estate Planning at BMO Private Wealth, based in Vancouver. She supports private wealth clients across British Columbia markets and the Edmonton market with their estate planning needs, collaborating closely with investment advisors, lawyers, and accountants to structure tailored estate plans.
Before stepping into her current role, Sangzi worked as a Senior Trust Officer with BMO Trust Company, where she oversaw complex estate and trust matters. Prior to joining BMO, she practiced at a full service law firm in Vancouver, focusing on trust and estate planning, administration, and real estate matters. She is also a member of the Society of Trust and Estate Practitioners (STEP).
Sangzi is fluent in Cantonese and Mandarin and speaks conversational French. Outside the office, she enjoys sharpening her photography skills, travelling to new destinations, and discovering new restaurants.
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.