Paul Hamilton, FCPA, FCA, FCSI®, BBA, CIM
Senior Investment Advisor, Senior Portfolio Manager
John Gjervan, B.Comm., CPA, CA, CIM®, FCSI®
Investment Advisor
Karen Lau, B.Comm., CFA
Portfolio Manager
Scott Sutherland, BSc, CFA
Associate Portfolio Manager
Peter Kaye, BA, CFA
Associate Portfolio Manager
Ren Liao, MBA, CFA
Lisa Ma, B.Comm., CFA
Investment Associate
Maggie Lui, BBA, CIM®
Senior Client Service Associate
Pey-Ming Liu, BA
Senior Client Service Associate
Allison Fulton, BA, CIM®
Senior Client Service Associate
Viola Tung, BBA
Client Service Associate
Kathrine Chan, BA
Client Service Assistant
Our Partners
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.
Vicki Xu, JD, TEP
Director, Estate Planning, Vancouver
Vicki is an Estate Planning Consultant with BMO Private Wealth, where she supports clients through their estate planning process by providing tailored legal information and recommendations 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 and a member of the STEP Canada Society Of Trust And Estate Practitioners, 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.