Our Partners

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.

Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.

Jennifer is a CPA, CA with over 16 years of experience. Prior to joining BMO, Jennifer was a Senior Tax Manager at one of the largest international accounting firms in Edmonton where she advised a variety of clients in the areas of tax, estate, retirement and financial planning. Jennifer is a member of the Society of Trust and Estate Practitioners (STEP) Edmonton Branch and is a member of the Edmonton Estate Planning Council.

As a member of the Wealth Management Consulting team, Shane brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

With 25 years in the financial sector, David specializes in crafting tailored strategies for protecting and transitioning client wealth in Winnipeg, Manitoba and surrounding areas. He views estate planning as a blend of precise management and personal care, working closely with clients to navigate estate administration and reduce family conflict. David’s approach is rooted in professionalism and empathy, ensuring that beneficiaries' needs are met with diligence. His dedication to philanthropy and comprehensive wealth planning helps instill confidence and peace of mind in every client he serves.

As Senior Private Banker at BMO Private Wealth of knowledge and expertise in personal, corporate banking as well as Capital Markets transactions. Anthony focuses on insurance related lending as well mergers and acquisition financing. Anthony specializes in working with ultra high net worth families who have complex personal and commercial lending needs.

Matt is a Private Banker at BMO in Winnipeg, and provides exceptional service and advanced planning for personal and commercial banking needs to successful Canadian families. Focused on helping clients achieve their financial goals, he collaborates with a team to offer comprehensive wealth management solutions, including investment management, planning, and trust services. Since joining BMO Private Banking in 2018, Matt has leveraged his six years of experience in personal banking. He holds a Bachelor of Commerce (Hons) from the University of Manitoba, along with the Financial Modeling & Valuation Analyst (FMVA®) designation and Certified Financial Planner (CFP®) mark. Matt’s commitment to ongoing education ensures he continuously enhances his client service.