Paul Hamilton, FCPA, FCA, FCSI®, BBA, CIM
Senior Investment Advisor, Senior Portfolio Manager
Gary Brookes, BA
Senior Investment Advisor
John Gjervan, B.Comm., CPA, CA, CIM®, FCSI®
Senior Investment Associate
Scott Sutherland, BSc, CFA
Associate Investment Advisor, Associate Portfolio Manager
Karen Lau, B.Comm., CFA
Associate Investment Advisor, Portfolio Manager
Lynn Delahey, B.Comm., CFA
Senior Investment Associate
Peter Kaye, BA, CFA
Associate Portfolio Manager
Maggie Lui, BBA, CIM®
Senior Client Service Associate
Allison Fulton, BA, CIM®
Senior Client Service Associate
Pey-Ming Liu, BA, PFP
Senior Client Service Associate
Our Partners
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.