Meet Our Partners

As a member of the BMO High Net Worth Wealth Planning team, Ian brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. Ian provides advice to high-net-worth individuals, families, professionals and business owners on comprehensive wealth planning including Tax, Trust & Estate, Retirement, Succession and Philanthropic planning and solutions.

Prior to joining the Bank of Montreal, Ian worked for more than 14 years in the public accounting industry, specializing in owner manager tax planning and compliance with a big four accounting firm. Industry specific experience includes working with junior public companies and private companies in a wide variety of industries including real estate and construction, hospitality, manufacturing, mining, and professional services corporations.

Vicki is an Estate Planning Consultant with BMO Private Wealth. She supports high net worth clients through their estate planning process by providing tailored estate and trust solutions to meet their unique needs. She works closely with other specialists on the Wealth Planning Advisory team, including Tax Planning Consultants, Business Advisory Consultants, and Estate and Insurance Advisors, to devise comprehensive solutions for clients.

As a BC licensed lawyer who holds the Trust and Estate Practitioner (TEP) designation, Vicki is well-equipped to address a wide range of estate planning matters, including probate fee planning, trust establishment and business succession strategies. Before assuming her current role as Director of Estate Planning at BMO Private Wealth, Vicki practiced law at a boutique full-service law firm and served as Senior Trust Officer with BMO Trust Company. Her hands-on experience in trust and estate administration informs her estate planning approach, enabling her to identify and mitigate potential pitfalls in the estate planning process.

Vicki is fluent in Mandarin and conversant in Cantonese.

Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.  

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.

With more than 10 years experience working in the trust and estate industry across multiple jurisdictions, Rhys is responsible for managing a portfolio of estates, trusts and powers of attorney. He provides clients and beneficiaries with professional administration services, where the application of technical knowledge and discretionary decision making are key components.

Catharine Sloan has been helping business owners, professionals and executives achieve their short and long-term financial goals for the last 14 years. Her approach involves working closely with clients to develop a comprehensive understanding of their needs in order to craft customized advice on preserving and growing their wealth. Catharine leverages her experience in banking to provide clients with unique solutions to their challenges and goals, tapping her network of experts across all BMO service lines to secure results. Her commitment to clients to taking the time to develop deep relationships her clients has earned her accolades.

Prior to joining Private Banking, Catharine spent over a decade in commercial banking, assisting businesses in the corporate finance space with their lending, investment and cash management needs. She understands the interconnection between business and personal wealth.

Catharine is an alumna of Queen’s University. Prior to her career in banking, she was a civilian for the Canadian Forces in Afghanistan, and NATO in Belgium. She volunteers with the Association of Women in Finance.