Jed Brezer

Senior Investment Advisor

Jed Brezer is a Senior Investment Advisor at BMO Nesbitt Burns. He started working in the Financial Service industry in 1996 and he joined BMO Nesbitt Burns in March 2005.

Jed graduated from the University of Arizona. Prior to Joining BMO Nesbitt Burns Jed started and ran several small businesses in the US and Canada.

Jed and his wife Liz have two children, Brooklyn and Dawson. Together, they work very hard in their community of Vancouver with their kids' school, sports teams, and local charities.

David Mandell, BA, CIM®

Portfolio Manager, Senior Investment Advisor

David joined BMO Nesbitt Burns in 2015 and has worked in financial services & wealth management since 2010.

David was born and raised in Vancouver and he attended the University of Victoria where he majored in Economics. David is a licensed Portfolio Manager and a Senior Investment Advisor. He holds the CIM designation (Chartered Investment Manager) and the Level 1 Certified Financial Planner (CFP) designation.

David is on the board of directors for Youth Education Farms Society (YEF), a Canadian Registered Charity that he co-founded. YEF’s mission statement is to provide tuition for grade school and beyond to underprivileged and orphaned children in Swaziland, Africa and to develop agricultural social enterprises that can be used to create jobs and income for the deserving living in the surrounding Swazi communities. David also enjoys outdoor sports and travelling with his wife and children.

Marion Reems, BBA, CIM®

Senior Wealth Advisor, Portfolio Manager

Marion Reems is a Senior Wealth Advisor and a Portfolio Manager on the team. She is our business, retirement and estate planning specialist and she works closely with clients and in-house counsel to provide customized wealth management services. Marion has been with BMO for over 15 years and has over 20 years of experience in the financial industry.

Marion has a Bachelor of Business Administration (Honours) Degree with a major in Accounting and is working towards her MBA at Dalhousie University. 

Marion enjoys spending time with her husband Brian and her two children Cleo and Oliver. She is an avid cyclist and is involved in BMO Private Wealth Women for Wealth Initiatives. 

Lili Hao, BA, CIM®

Investment Advisor

Lili Hao is an Investment Advisor and has more than 15 years of experience working in the financial services industry. She previously worked as an account manager for another financial institution prior to joining BMO Private Wealth in 2015. Lili has the CIM designation (Chartered Investment Manager) and her BA from the University of British Columbia.

Lili can speak fluent English, Cantonese and Mandarin.

Mahad Farrukh, M.Sc., CFA

Associate Portfolio Manager

Mahad Farrukh is an Associate Portfolio Manager who brings a wealth of knowledge and expertise to our team. Mahad had extensive experience in active investing, idea generation, portfolio management, equity research and ESG integration. He has significant experience in Healthcare, Consumer, Technology and Alternative Sectors. Mahad previously worked with one of the largest institutional investors in Canada with a Global Equity team that managed close to $6 billion in assets at it's peak.

Mahad holds a Bachelor of Science (double majors) in Economics and Finance, Master of Science in Finance (specialization in Investment Management) and the Chartered Financial Analyst (CFA) designation.

In his spare time, Mahad enjoys cycling, playing football, hiking and listening to music.

Kenzy Ho, CIM®, B.Comm.

Associate Portfolio Manager

Kenzy Ho is an Associate Investment Advisor for the Brezer Vos Wealth Management Group. Kenzy was born in Hong Kong and raised in Canada. She graduated from the University of British Columbia with a Bachelor of Commerce degree majoring in Finance and Kenzy recently received the Chartered Investment Manager designation. Kenzy joined BMO Nesbitt Burns in 2009 and has over 20 years of experience in the financial industry. Prior to joining BMO Nesbitt Burns, Kenzy spent 10 years working in Hong Kong. She worked at Citi Smith Barney (Private Client Division) as a Senior Client Service Associate and was also involved in the early stages of an online brokerage firm which was a joint venture formed between JP Morgan & Pacific Century CyberWorks.

Kenzy works closely with our clients to ensure they receive quick, accurate and efficient service. Kenzy also assists with implementation and monitoring of client portfolios.

Kenzy can speak fluent English and Cantonese and is proficient in Mandarin as well.

Kenzy and her husband, Alex, are proud parents of their three children Kaitlyn, Gavin and Gabriel. Kenzy enjoys travelling with her family.

Samantha Cieslak, CFP®, CIM®

Senior Wealth Associate, Financial Planner

Samantha Cieslak is a Senior Wealth Associate and Financial Planner for the Brezer Vos Wealth Management Group. Samantha brings a wealth of knowledge and experience to the team as she has been in the financial services industry for more than 16 years. 

Samantha is the Financial Planner on the team and holds the Certified Financial Planner designation (CFP). She also has the CIM (Chartered Investment Manager) designation.
Samantha enjoys spending time with her family, travelling and is an avid runner.

Ling Wu, CFA

Wealth Associate

Ling Wu joined our team in 2022 as a Wealth Associate. Ling has been with BMO since 2007 and has held positions in various roles within BMO, Nesbitt Burns and BMO Private Wealth. Most recently Ling has spent seven years at BMO Private Wealth working on the investment counselling side.

Ling graduated from UBC Sauder business school with a major in finance and she gained the CFA (Chartered Financial Analyst) designation in 2021.

Outside of work, Ling enjoys spending time with her family and friends, travelling and various outdoor activities.

Tracy Kan

Associate

Tracy joined our team in February 2020 as an Administration Associate. Prior to joining BMO Nesbitt Burns, Tracy worked as a Legal Assistant at a Notary's office where she gained valuable experience in administration.

Tracy can speak fluent English, Cantonese and Mandarin.

Kelly Magriotidis

Client Service Assistant

Kelly is a Client Service Assistant and she brings a wealth of knowledge and experience to the role. Kelly previously worked with Jed Brezer at BMO Nesbitt Burns a few years back but decided to take some time off to raise her children. 

Kelly's role will focus on delivering superior client service and serving all your administrative needs.

In her spare time, Kelly enjoys spending time with her husband Gus and their two kids Niko and Leo. She also enjoys waterskiing, sunny days at the beach and delicious food.

Sarah Barrett

Client Service Associate

Sarah is a Client Service Associate on our administrative team and Sarah brings a wealth of knowledge and expertise from her previous roles within the Bank of Montreal. Sarah has worked in the financial services industry, specifically with the Bank of Montreal since 2012. Prior to joining the Bank of Montreal Sarah attended the University of Western Ontario where she graduated with a double major.

In her spare time, Sarah enjoys spending time with her family. She also enjoys good food, travelling, and spending time outdoors.

Jennifer Tang

Administration Assistant

Jennifer joined our team in 2022 as an Administration Assistant. Jennifer brings a wealth of knowledge and expertise with having over twenty years of experience in various administrative roles. 

Jennifer speaks fluent English and Cantonese. In her spare time, she enjoys spending time with her family.

Mui Embley

Administration Assistant

Mui is the most recent addition to our team, joining as an Administration Assistant.

Mui has over fifteen years of experience in the Insurance industry, where she provided customer service to clients and provided administrative support to the sales team.

Mui can speak fluent English and Cantonese.

In her spare time, Mui enjoys spending time with her family and friends. She loves to try new recipes and travelling whenever possible. She is also an animal advocate who has previously fostered dogs who needed a temporary home and she plans to return to this when her kids are older.

Our Partners

headshot

Jamie Wilson

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

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.

headshot

Sue Noorloos

Director, Estate Planning, BMO Private Wealth

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.

headshot

Phil Haines, CPA, CA

Director, Tax Planning, BMO Wealth Planning

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.  

headshot

Suki Chahal

Senior Wealth Planning Consultant at BMO Private Wealth

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.

headshot

Ian Brown

Senior Wealth Planning Consultant, BMO Private Wealth

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.