Our extended High Net Worth Team

Kirk advises ultra‑high net worth clients, families and business owners on comprehensive wealth planning, including family wealth preservation, business succession, tax, trust & estate, philanthropic and cross‑border planning. Drawing on over 35 years extensive experience, Kirk helps clients articulate objectives for their wealth. He focuses on discovering to create value by helping identify issues and narrow scope on customized planning solutions. Kirk has an MBA from Dalhousie University, is a Chartered Professional Accountant (CPA, CMA), Certified Financial Planner (CFP), Trust & Estate Practitioner (TEP) and Family Enterprise Advisor (FEA). Kirk is married with two adult children. With deep roots in Newfoundland and having grown‑up and worked in St. John’s, he is frequently home to meet clients and visit family and friends.

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.

Amy is a Chartered Accountant and a Wealth Planning specialist. Prior to joining BMO, Amy specialized in tax while working for one of the Big Four accounting firms supporting clients with their personal and corporate tax planning, compliance, tax reorganizations, business succession, as well as trust and estate planning needs. Amy provides in-depth tax knowledge to high net worth clients and their families with tailored wealth plans to help clients make informed financial decisions. She is proud to collaborate with a team of highly disciplined specialists as a trusted advisor.

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.