Fax: 604-927-1327
Tel: 604-927-1325
Toll Free: 866-501-5053

Address

BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
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Contact Us

Our Partner

Our Partners

Nicco Bautista, L.L.B., M.A. 
Director, Estate Planning

Nicco works with clients and other members of the BMO Wealth Planning Team to prepare estate plans for clients. These plans often include wills and trusts, after considering business and tax planning, estate and family law litigation exposure, and other complex issues which may be unique to the client, such as charitable giving and planning for family members with special needs.

Nicco has experience working with clients' key advisors and family office members. Together, Nicco can help with the creation or refinement of a comprehensive estate plan that helps families achieve their goals across different generational and cultural philosophies. 

Holly Castle, CPA, CA, TEP 
Director, Tax Planning

Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving, creating tailored solutions for a diverse group of clients.

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.

Rhys Webb
Trust Officer, BMO Trust Company

With more than 10 years experience working in the trust and estate industry across multiple jurisdictions, Rhy 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.

Debra Thomas
Director, Trust Services, BMO Trust Company

Debra works with clients and advisors to develop and implement solutions for wealth planning issues. She provides advice on structuring estate plans, protecting assets and ensuring an efficient and effective administration and transfer of assets. Also, she provides advice through BMO Trust Company’s agent services to individuals who act as powers of attorney and in other similar roles.