Our Partners

We are fortunate to draw upon a deep bench when it comes to addressing the wealth management, private banking, and estate and financial planning solutions for our clients. 

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Kirk O'Brien, CPA, CMA, MBA, TEP, CFP

Director, Wealth & Tax Planning Ultra-High Net Worth

Kirk advises ultra-high net worth clients, families and business owners on comprehensive wealth planning, including family wealth preservation, business succession, tax, trust & estate, philanthropic and cross-border planning. Drawing on over 35 years extensive experience, Kirk helps clients articulate objectives for their wealth. He focuses on discovery to create value by helping identify issues and narrow scope on customized planning solutions. Kirk has an MBA from Dalhousie University, is a Chartered Professional Accountant (CPA, CMA), Certified Financial Planner (CFP), Trust & Estate Practitioner (TEP) and Family Enterprise Advisor (FEA). Kirk is married with two adult children, lives on Vancouver Island and spends substantial time with clients, family and friends in Greater Vancouver and the B.C. Interior

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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.