BMO Nesbitt Burns
1959, 152 Street
White Rock, BC
Valerie Chan, CPA, CA, CPA (WA), CFP
Director, Wealth Planning
BMO Wealth Management
Valerie is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.
Experience & background
Prior to joining BMO Wealth Management in 2018, Valerie was a Tax manager at KPMG, specializing in planning for privately owned businesses and high net worth individuals. Valerie has experience with a wide variety of tax issues including personal, corporate, trust, and non-resident tax.
Education & credentials
*Bachelor of Commerce (BCom) (Hons) with a major in Accounting and International Business
*Chartered Professional Accountant (CPA), Chartered Accountant (CA)
*Certified Public Accountant (CPA) (Washington)
*CPA In-Depth Tax Course
Valerie collaborates with her colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Valerie’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Nicco Bautista, LL.B., M.A.
Director, Wills & Estate Planning
BMO Wealth Management
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.
Prior to joining BMO Wealth Management, Nicco worked in the private client services and wealth preservation teams of the largest law firm in Vancouver. During this time, Nicco focused on tax and estate planning issues related to individuals, corporations, trusts and estates. Nicco also has experience in estate litigation, estate administration, family law planning, and the creation of private foundations.
Using a holistic approach, Nicco collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Nicco’s goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Education & credentials
- L.L.B., University of British Columbia
- M.A., University of British Columbia
- B.A. (Hons), University of British Columbia
- Member, Canadian Association of Gift Planners
- Taiwanese / Hokkien
Estate & Insurance Advisor
BMO Estate & Insurance Advisory Services Inc..
Born and raised in Vancouver, Jamie began his career in the financial industry in 2000. He previously worked as a Senior Insurance Consultant at a major bank-owned brokerage firm for 13 years.
Jamie’s objective is to review, analyze and provide insurance-based tax and estate planning strategies. Specializing in providing solutions tailored for affluent investors, Jamie provides customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.
Outside of work, Jamie is an avid athlete, playing competitive hockey and enjoying the outdoor lifestyle Vancouver has to offer with his wife Laura.
Senior Relationship Manager
BMO Canadian Business Banking
Patrick Youssif has been in Business Banking for more than four years working with a diversified group of business owners to help achieve their goals. His main strategy is to leverage strategic partners at BMO to provide a holistic approach that identifies the best solution for clients to grow their business.
Prior to banking, Patrick worked with his family’s local business for ten years learning about the challenges of managing a small business in the Fraser Valley community. Today, one of the things that motivates him is to continue to support entrepreneurs in his community by applying his knowledge in business lending and cash management.
Patrick received his Bachelor of Business Administration majoring in finance at Simon Fraser University. During his time at SFU, he completed a portion of his BBA at National Taiwan University with the goal of learning international business and Mandarin. Patrick continues to enjoy international travel for both personal and professional growth.