Kyler Jukes
Senior Private Banker, BMO Private Wealth
As a Senior Private Banker with BMO Private Wealth, I create and implement custom banking and lending solutions for Ultra High Net-Worth individuals, entrepreneurs and families, ensuring dedicated, results-oriented service to help propel them and their business forward.
Acting as a trusted partner, my sole focus is to meet the unique needs of every client through a consultative and responsive approach, inherently forming deep and meaningful long-term relationships and delivering exceptional personalized service. Drawing on a significant depth of industry expertise and creative insight, I take the time to simplify and address the inherent challenges of wealth – from the unified management of my clients personal, trust, business and holding company accounts, to offshore income and highly complex credit structuring.
Integrating the disciplines of taxation, financial and estate planning, and business advisory through our in-house network of technical specialists, I’m able to seamlessly execute on delivering timely and efficient access to capital, ensuring ongoing alignment with my client’s objectives.
JJ Kozak, MBA, CMA, CPA, FEA
Senior Private Banker, BMO Private Wealth
JJ is an experienced banker who is committed to providing his clients with the best service and advice in the industry. JJ draws on more than a decade of progressive experience in commercial and private banking which allows him to understand the deeply intertwined nature of his clients’ personal and business dealings.
JJ has two young sons and a wife who share many common interests. They enjoy skiing, camping, and golf as a family. JJ enjoys personal fitness and is also part of a competitive BBQ team.
He also believes that clients want real-time, proactive expert advice which will help them understand their options as well as how to address upcoming challenges and opportunities. His deep network allows him to facilitate the right connections at the right time which gives his clients unmatched access to BMO’s resources.
He is a Certified Public Accountant (CMA) since 2005. He also holds a Masters of Business Administration from the Richard Ivey School of Business and an undergraduate degree in finance and accounting.
Linda Wang, MBA
Senior Private Banker, BMO Private Wealth
As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.
I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.
Zaheer Muscatwalla
Senior Private Banker, BMO Private Wealth
Zaheer was born and raised in Mumbai, India and his experiences includes working in India, United Arab Emirates, U.S.A and Canada. As a private banker, he is focused on providing customized financial solutions that are tailored for unique banking and borrowing needs of high net worth families. Through the private banking platform, Zaheer can help his clients choose lines of credit, mortgages and offer competitive deposit and investment products and services that provide his clients with easy access to the funds they need to achieve their goals.
Bonnie Cheung
Private Banker, BMO Private Wealth
As a Private Banker at BMO Private Wealth, Bonnie advises Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.
Bonnie joined BMO in 2006 and has held various progressive roles before joining BMO Private Wealth in 2014. She is an active member in the BMO and local community and is a strong advocate for BC Children's Hospital and Kid's Help Phone.
Ken Lee
Private Banker, BMO Private Wealth
Ken was born and raised in Vancouver, BC and his built his career and network in the communities where he lives, works and raises his family. By remaining fiercely local, Ken has forged long lasting relationships with a diverse group of Business Partners both within BMO and externally. Before joining BMO Private Banking, Ken was fully involved in advising successful business owners along with their Accountants and Lawyers for credit structures that was in line with their business expansion, tax and succession planning.
Ken joined BMO in 2006 through the Personal Banking Training program and graduated from the Branch Manager Program at BMO. He managed a Retail Branch of BMO and understands the challenges of running a highly complex operation. In 2010, Ken Joined BMO Commercial Banking and most recently held the position of Director of Commercial Banking for the Upper Mid Market segment. He participated in all aspects of origination, negotiations, credit underwriting & overall relationship management of highly valued Commercial clients of the Bank. Ken remains active in the community, acting as Team Ambassador of the Bank’s Employee Giving Campaign and BC Children’s Hospital. Also outside the Bank, Ken is an active donor to BCSPCA and highly involved in his Daughter’s School fundraising committees.