Our Partners

Jaime is a highly experienced Private Banker. With 25 years experience working at BMO, Jaime is able to provide a professional and comprehensive experience for her clients. Working closely with specialists and advisors, Jaime is able to achieve a customized approach to banking, investments, borrowing and more, and guide clients & their families in growing and preserving their wealth.

Amy is a Chartered Accountant and a Wealth Planning specialist. Prior to joining BMO, Amy specialized in tax while working for one of the Big Four accounting firms supporting clients with their personal and corporate tax planning, compliance, tax reorganizations, business succession, as well as trust and estate planning needs. Amy provides in-depth tax knowledge to high net worth clients and their families with tailored wealth plans to help clients make informed financial decisions. She is proud to collaborate with a team of highly disciplined specialists as a trusted advisor.

Michael advises high net worth individuals, families, professionals and business owners on comprehensive wealth planning including Retirement, Tax, Trust & Estate, Succession and Philanthropic planning and solutions. Drawing on extensive experience, he helps clients understand and articulate objectives for their wealth and family. A skilled listener, Michael focuses on discovery to identify issues and narrow the scope of planning solutions.

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.

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.