Our Partners

 

Whether it's lending for your business, a new mortgage or planning your estate, we work closely with a team of BMO specialists dedicated to serve your needs.

Banking and Borrowing

Experienced banking professionals who can recommend and implement various banking and borrowing solutions for you and your family

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Bill Chatson

Mortgage Specialist, BMO Bank of Montreal

Trust and Estate Services


Professionals to help you manage and administer key components of your estate plan

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Nicco Bautista, LL.B, MA

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. 

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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.

Tax Planning


To help you explore strategies to minimize taxable investment income and take maximum advantage of tax-deferred savings

Philanthropy


To help you structure gifting so it can have the largest impact on organizations you care about

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Marvi Ricker

Vice President & Managing Director, Philanthropic Advisory Services

Marvi provides affluent Canadians with strategic guidance to help give meaningful expression to their wealth, as part of an integrated wealth planning team. Drawing on her credibility and longevity in the charitable sector, her clients benefit from a depth of insight, and an acute understanding of family dynamics and conflict resolution. Using strategies uniquely tailored to the families she works with, Marvi helps clients choose effective projects to build a successful and lasting philanthropic legacy.

Marvi joined BMO Wealth Management in 2002, following 12 years as Executive Director of The Richard Ivey Foundation, where she oversaw the strategic direction of the charitable organization and helped establish its national presence. Previously, she was Director of the Public and Community Relations Department at the University of Toronto, and a chemistry instructor.