Paul Hamilton, FCPA, FCA, FCSI®, BBA, CIM
Senior Investment Advisor, Senior Portfolio Manager
Paul, as the founder of Hamilton & Associates, is responsible for strategic direction of the business, client specific portfolio design, investment strategies and implementation. Paul Chairs and directs the Hamilton & Association Investment Committee.
Paul's professional credentials include a Fellow of the Chartered Professional Accountants (FCPA), Fellow of Chartered Accountants (FCA), Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI®), Senior Portfolio Manager, he is able to offer Canadian Option trading, and is a Senior Investment Advisor at BMO Nesbitt Burns Inc.
Paul was a past Chair of the Board of Directors, and member of the Executive Committee of Lionsgate Hospital Foundation.
Paul has been recognized as having brought honour to the profession of Chartered Professional Accountants, Chartered Accountants, through his professional achievements as an outstanding investment advisor and portfolio manager, as well as his work in our community. Paul was awarded the honour of Fellowship by the profession in 2016.
Gary Brookes, BA
Senior Investment Advisor
Gary’s focus is to provide long term investments for growth oriented clients and specialty income portfolios for those contemplating or currently enjoying retirement. Client relationships can be Advisory, Managed or a combination of both.
He is a graduate of the University of British Columbia with a BA in 1971. Gary is licensed in securities and options and has also completed the Canadian Investment Finance (CIF), and Partners, Directors and Officers courses.
Gary helps clients achieve their goals with proper planning, attention to detail, ongoing counsel and guidance, with exceptional client service by his qualified and dedicated team at Hamilton and Associates. Gary is also is a key contributor to the Investment Committee of Hamilton & Associates.
Gary contributes to our community by serving on the Investment and Finance Committee of The Boys and Girls Clubs of South Coast BC and as president of the Delta Police Pipe Band Society where he is a piper in the pipe band.
John Gjervan, B.Comm., CPA, CA, CIM®, FCSI®
Senior Investment Associate
John is a Chartered Professional Accountant, Chartered Accountant, with years of experience as a financial officer and director of several public and private companies. He also is a Fellow of the Canadian Securities Institute (FCSI) and a holder of the Chartered Investment Manager (CIM®) designation.
John is one of the Investment Advisors on the team who works closely with clients, sharing his years of experience on a daily basis. He also sits on Hamilton & Associates Investment Committee.
John is a strong community contributor as Past President of Hamber Foundation, which is committed to the betterment of BC by supporting events in the arts and culture, athletics, and health and education. John is also past Chair of York House School (YHS) and a member of the YHS Foundation’s board.
Scott Sutherland, BSc, CFA
Associate Investment Advisor, Associate Portfolio Manager
Scott joined BMO upon completion of his Bachelor of Science in Economics degree at the University of Victoria in 2011. He started his career working on the operational and administrative side of the Private Client Group at BMO Nesbitt Burns, before moving his focus to managing complex transactions for High Net Worth, Ultra High Net Worth, and Institutional clients.
Scott earned his Chartered Financial Analyst Designation in 2015, and joined Hamilton & Associates in 2020, where he manages a select group of clients and sits on our Investment Committee.
Scott is an avid golfer and hockey player, and is a committed animal lover.
Karen Lau, B.Comm., CFA
Associate Investment Advisor, Portfolio Manager
Karen graduated from UBC in 2010 with a Bachelor of Commerce degree (specializing in Finance) and a minor degree in Psychology. She joined BMO Nesbitt Burns upon graduation and started her career learning the operational and administrative side of the wealth management business.
Karen joined Hamilton & Associates team in 2015 shortly after earning her Chartered Financial Analyst designation. She has also completed the Certificate in ESG Investing program under the CFA Institute in 2022. Karen assists Paul Hamilton in the design, implementation and monitoring of client specific portfolios, and sits on the Investment Committee.
Lynn Delahey, B.Comm., CFA
Senior Investment Associate
Lynn graduated with Bachelor of Commerce from the University of Saskatchewan and has over 25 years of experience in the investment management business, primary as a Partner and Fixed Income Specialist with Phillips, Hager and North.
Lynn joined Hamilton & Associates in 2011, and brings to our team her impressive background experience. Lynn works closely with Paul Hamilton, supporting him in the design, implementation and daily monitoring of client specific portfolios and sitting on the Investment Committee.
Lynn has been a contributor and supporter of literacy and immigration issues through her work with Frontier College and African Women’s Group.
Peter Kaye, BA, CFA
Associate Portfolio Manager
Peter joined Hamilton & Associates upon graduation from UBC with a Bachelor of Arts in Economics and Political Science in 2014. In university Peter focused his studies on the intersection of finance, economics, and politics.
Peter supports the Hamilton & Associates team by conducting in depth research on our investments, and sits on our Investment Committee.
Peter shares his expertise and experience and love of teaching as a lecturer, director and advisor of UBC's extracurricular, student led, equity research organization, WestPeak Research Association
Maggie Lui, BBA, CIM®
Senior Client Service Associate
Maggie graduated from Simon Fraser University with a double concentration in Finance and Human Resources. She started as a trader in a discount brokerage firm and has gained over 14 years of solid investment knowledge and excellent client service skills, along with the Derivatives Fundamentals Course and the Options Licensing Course. Maggie joined the Hamilton & Associates team in 2011 and has successfully completed the Chartered Investment Manager (CIM®) designation. Maggie plays a key role in maintaining high client service standards and provides guidance to the rest of the admin team.
Maggie and her husband have two beautiful kids. They live in Richmond buzzing with various children's activities. In her spare time, Maggie enjoys swimming and badminton, volunteering at various church activities, and exploring beautiful British Columbia with her family.
Allison Fulton, BA, CIM®
Senior Client Service Associate
Born and raised in White Rock, B.C., Allison graduated from the University of Victoria with a Bachelor of Arts in Geography and Psychology. After graduating she decided to focus her attention on finance and passed her Canadian Securities Course shortly thereafter. Allison joined BMO in 2010 where she started as an Investment Representative and is now working as a Senior Client Service Associate. Allison is responsible for managing our administrative functions and client communication. She is the front line in handling all of your administrative requests.
In her spare time Allison lives an active life style and enjoys outdoor experiences afforded by our beautiful West Coast. On weekends she can be found hiking, snowboarding & road biking as well as many other outdoor pursuits. A big fan of indoor cycling, Allison also enjoys teaching spin class in the evening. When she’s not breaking a sweat, Allison can be found spending time with her husband Graham and her beloved French Bulldog Tubby.
Pey-Ming Liu, BA, PFP
Senior Client Service Associate
Pey-Ming graduated from UBC with a Bachelor of Arts in Economics. She has over 30 years of experience in the investment industry on the operational and administrative side of the business, and has completed the Professional Financial Planning (PFP) Course and the Canadian Options Course. In 2021, Pey-Ming joined the Hamilton and Associates team, bringing over her wealth of industry knowledge and experience in working with High Net Worth clients.
Pey-Ming has been a supporter of community initiatives and progressive causes through her membership with Katari Taiko, Canada's first modern Japanese drumming ensemble.
Nicco Bautista, LL.B, MA
Director, Estate Planning, BMO Private Wealth
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.
Phil Haines, CPA, CA
Director, Tax Planning, BMO Wealth Planning
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.