Paul Hamilton

Paul Hamilton

FCPA, FCA, FCSI®, BBA, CIM

Senior Investment Advisor, Senior Portfolio Manager

 

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John Gjervan

John Gjervan

B.Comm., CPA, CA, CIM®, FCSI®

Investment Advisor

 

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Karen Lau

Karen Lau

B.Comm., CFA

Portfolio Manager

 

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Scott Sutherland

Scott Sutherland

BSc, CFA

Associate Portfolio Manager

 

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Peter Kaye

Peter Kaye

BA, CFA

Associate Portfolio Manager

 

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Ren Liao

Ren Liao

MBA, CFA

Associate Portfolio Manager

 

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Lisa Ma

Lisa Ma

B.Comm., CFA

Investment Associate

 

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Maggie Lui

Maggie Lui

BBA, CIM®

Senior Client Service Associate

 

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Pey-Ming Liu

Pey-Ming Liu

BA

Senior Client Service Associate

 

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Viola Tung

Viola Tung

BBA

Client Service Associate

 

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Kathrine Chan

Kathrine Chan

BA

Client Service Assistant

 

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Hamilton & Associates - Meet Our Team

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 & Associates 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.

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John Gjervan, B.Comm., CPA, CA, CIM®, FCSI®

Investment Advisor

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 The 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 a past Chair of York House School (YHS) and a past member of the YHS Foundation’s board.

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Karen Lau, B.Comm., CFA

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 the 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.

Scott Sutherland, BSc, CFA

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.

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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.

In his free time Peter can be found hiking, kayaking, sailing or horseback riding around the natural beauty of BC, often followed closely by his dog Taika. Peter also combined his love of BC's nature with his knowledge of markets in his role as a former member of the Audit and Finance Committee of the Nature's Trust of British Columbia, and was also a director & advisor to of UBC's student-run equity research society, Westpeak Research.

Ren Liao, MBA, CFA

Associate Portfolio Manager

Ren holds a Bachelor’s degree in Electrical and Computers Engineering from the University of Toronto, where he graduated in 2011. Initially beginning his career as a semiconductor design engineer, Ren’s passion for financial markets grew through personal investing, ultimately leading him to transition into the investment field full time.

Ren earned his MBA from the University of Oxford in 2015 and holds the Charter Financial Analyst designation. In 2025, he joined Hamilton & Associates at BMO Nesbitt Burns, bringing with him a wealth of experience. Before his current role, Ren served as an associate portfolio manger at Phillips, Hager & North and iA Private Wealth, where he honed his skills in portfolio management and client relations.

Outside of his professional life, Ren enjoys spending time with his wife and their two children. He is an avid outdoor enthusiast, finding joy in activities such as hiking, road biking, and kayaking whenever he can find time to enjoy nature’s beauty.

Lisa Ma, B.Comm., CFA

Investment Associate

Lisa graduated with Honours in 2013 from the Sauder School of Business at UBC, earning a Bachelor of Commerce degree with a specialization in Finance and a minor in Mathematics. She earned her Chartered Financial Analyst designation in 2018 and has experience across various areas of the investment industry. Most recently, she served as an analyst on a large pension investment team, where she gained expertise in derivatives portfolio management and investment fund monitoring.

In 2024, Lisa joined the Hamilton & Associates team, bringing distinguished experience in institutional asset management. She works closely with team members to support the design, implementation, and monitoring of client portfolios, delivering consistent, thoughtful, and well-executed investment solutions.

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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 20 years of solid investment knowledge and excellent client service skills, along with completion of 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. Maggie enjoys swimming and badminton; she also volunteers at Bingo night at her children school parish as an Assistant Manager. Her family loves exploring beautiful British Columbia in their spare time.

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Pey-Ming Liu, BA

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 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.

Viola Tung, BBA

Client Service Associate

Viola earned a Bachelor of Business Administration degree from Northeastern University in Boston, specializing in Finance and Management Information Systems (MIS). She brings over 20 years of experience in the financial industry. Viola joined the Hamilton and Associates team in 2025 and plays a key role in supporting the team and ensuring seamless administrative and account operations for clients.

Outside of work, Viola enjoys spending time with her family and walking her American Eskimo dog.

Kathrine Chan, BA

Client Service Assistant

Kathrine graduated with Honors from Pepperdine University in Malibu, California, earning a Bachelor of Arts in Sports Administration with a minor in Marketing, while competing at the NCAA Division I level in golf. She joined BMO in 2024 as a Senior Branch Operations Administrator, where she developed a strong foundation in both client service and operational support. In 2026, Kathrine joined the Hamilton and Associates team, bringing her continuing education in wealth management, along with a proactive approach and a strong commitment to delivering seamless, client-focused service.

Outside of work, Kathrine enjoys sharpening her golf skills, maintaining an active fitness routine, and discovering new coffee and food spots around the city.

Our Partners

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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.

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Sangzi Zhou

Director, Estate Planning at BMO Private Wealth

Sangzi Zhou is the Director, Estate Planning at BMO Private Wealth, based in Vancouver. She supports private wealth clients across British Columbia markets and the Edmonton market with their estate planning needs, collaborating closely with investment advisors, lawyers, and accountants to structure tailored estate plans.

 

Before stepping into her current role, Sangzi worked as a Senior Trust Officer with BMO Trust Company, where she oversaw complex estate and trust matters. Prior to joining BMO, she practiced at a full service law firm in Vancouver, focusing on trust and estate planning, administration, and real estate matters. She is also a member of the Society of Trust and Estate Practitioners (STEP).

 

Sangzi is fluent in Cantonese and Mandarin and speaks conversational French. Outside the office, she enjoys sharpening her photography skills, travelling to new destinations, and discovering new restaurants.

Michael Bacon

Michael Bacon, CFP

Senior Wealth Planning Consultant

Michael Bacon works with affluent individuals, families, entrepreneurs, and professionals to design and implement comprehensive financial strategies. His expertise covers retirement planning, tax and estate considerations, succession planning, and philanthropic giving, all tailored to each client’s unique circumstances.

With more than two decades of experience in banking, investments, and financial planning, Michael brings a thoughtful and solutions-oriented approach to even the most complex situations. Since joining BMO Private Wealth in 2007, he has focused on building lasting client relationships through clear communication, careful listening, and practical guidance. By collaborating with a network of specialized colleagues, he ensures clients benefit from coordinated strategies that address their full financial picture.

A long-time resident of Victoria, BC, Michael is deeply connected to the community he serves. Away from the office, he enjoys spending time with loved ones and exploring Vancouver Island’s natural beauty.