Meet our team

Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.  

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.

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.

As a member of the BMO High Net Worth Wealth Planning team, Ian 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. Ian provides advice to high-net-worth individuals, families, professionals and business owners on comprehensive wealth planning including Tax, Trust & Estate, Retirement, Succession and Philanthropic planning and solutions.

Prior to joining the Bank of Montreal, Ian worked for more than 14 years in the public accounting industry, specializing in owner manager tax planning and compliance with a big four accounting firm. Industry specific experience includes working with junior public companies and private companies in a wide variety of industries including real estate and construction, hospitality, manufacturing, mining, and professional services corporations.

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 discovery 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, lives on Vancouver Island and spends substantial time with clients, family and friends in Greater Vancouver and the B.C. Interior

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.

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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.

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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.

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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.

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Catharine Sloan has been helping business owners, professionals and executives achieve their short and long-term financial goals for the last 14 years. Her approach involves working closely with clients to develop a comprehensive understanding of their needs in order to craft customized advice on preserving and growing their wealth. Catharine leverages her experience in banking to provide clients with unique solutions to their challenges and goals, tapping her network of experts across all BMO service lines to secure results. Her commitment to clients to taking the time to develop deep relationships her clients has earned her accolades.

Prior to joining Private Banking, Catharine spent over a decade in commercial banking, assisting businesses in the corporate finance space with their lending, investment and cash management needs. She understands the interconnection between business and personal wealth.

Catharine is an alumna of Queen’s University. Prior to her career in banking, she was a civilian for the Canadian Forces in Afghanistan, and NATO in Belgium. She volunteers with the Association of Women in Finance.

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.