Meet Our Wealth Partners

With more than 10 years experience working in the trust and estate industry across multiple jurisdictions, Rhys is responsible for managing a portfolio of estates, trusts and powers of attorney. He provides clients and beneficiaries with professional administration services, where the application of technical knowledge and discretionary decision making are key components.

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 advises high net worth individuals and families on estate and trust planning as part of BMO Private Wealth’s integrated Wealth Planning team. She works closely with clients to develop tailored estate planning strategies that preserve wealth and facilitate the efficient transfer of assets across generations.

Called to the Bar as a lawyer in British Columbia and an accredited Trust and Estate Practitioner (TEP), Vicki advises on a wide range of estate planning matters, including probate fee planning, trust planning, business succession planning, and Will Variation claims. She collaborates with multi-disciplinary professionals to deliver comprehensive solutions tailored to clients’ unique needs and objectives.

Prior to joining BMO Private Wealth, Vicki practised law at a boutique full-service law firm and served as a Senior Trust Officer with a large national trust company. Her experience in trust and estate administration provides valuable insight into the practical challenges of estate implementation, enabling her to identify and address potential planning issues before they arise.

Vicki is fluent in Mandarin and conversant in Cantonese.

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.

As a member of the BMO High Net Worth Wealth Planning team, Suki brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. She provides support and direction around complex issues such as retirement and income planning, tax planning, cash management, business succession, transition planning, estate and gift planning, and charitable giving.
 
Experience and background
Suki is originally from the UK where she completed her BA (Hon.) degree in Public Administration
and Managerial Studies. She moved to British Columbia in the mid 90s and lives in Richmond with her husband, three sons and dog Alfie. Suki has over twenty years experience in the financial services industry. Prior to working with BMO, she worked at several major Canadian banks in banking, financial planning and insurance advisory roles.
 
Suki brings a wealth of knowledge and experience to the wealth planning role. She has the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS™) and Registered Retirement Consultant (RRC®) designations, and is working towards the Trust and Estate Practitioner (TEP) designation. Suki is also a former recipient of the Leslie Dunstall Award for BC.

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.

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.