Greg Vos, BA, LL.B

Senior Portfolio Manager, Senior Investment Advisor

Greg Vos is a Senior Portfolio Manager and a Senior Investment Advisor. He runs a discretionary portfolio management practice within BMO Nesbitt Burns. Greg has been with the firm for over 20 years.

Greg is South African by birth and a lawyer by training, so he comes to the investment world with a unique set of skills.

In his legal profession, Greg was exposed to a variety of business, personal, tax and estate issues. This experience has allowed him to bring a level of high expertise in strategic wealth management when working with his clients. This goes beyond the day-to-day investment management, as the team works with business owners on succession plans, entrepreneurs on corporate structure, sale agreements and families on inter-generational wealth transfer and their estates.

Having grown up in South Africa, Greg lived through Apartheid, the release of Mandela and the growth of a nation. Greg has lived in the UK, worked in the shipping industry trading commodities, travelled the world with his wife, seen recessions come and go, business successes and failures and the birth of family and the passing of loved ones. This is the fabric of life and the experience that he draws on when working with his clients.

One of the things that drives Greg is a passion to see his clients be successful. If he can help drive that success and partner with his clients in that process it is incredibly rewarding.

Flowing from that success is also the belief that he needs to give back to the community. One of his goals is to create better awareness of philanthropic causes and encourage the community and clients to participate in the process.

Greg and his wife have lived in Vancouver for over 25 years and spend their free time engaged in a host of outdoor activities from skiing and biking to windsurfing and kite-surfing.

Jed Brezer, BA

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 was born and raised in Vancouver and has been an active member in the Point Grey community. 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.

Marion Reems, BBA, CIM

Senior Wealth Advisor, Portfolio Manager

Marion Reems is a Senior Wealth Advisor, Portfolio Manager and a managing partner 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 an MBA candidate for the end of 2022 at Dalhousie University.
 
Marion enjoys spending time with her husband Brian and her two children Cleo and Oliver. Marion is an avid cyclist and is involved in BMO Private Wealth Women for Wealth Initiatives. 

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.

Lili Hao, BA

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 Wealth in 2015. Lili can speak fluent English, Cantonese and Mandarin.
 

Madah Farrukh, M.Sc., CFA

Investment Associate

Mahad Farrukh is the newest addition to our team, joining as an Investment Associate. His expertise includes active investing, idea generation, portfolio managament, equity research and ESG integration. He is a generalist with significant experience in Healthcare, Consumer, Technology and Alternative Sectors.

Mahad previously worked as an Associate Portfolio Manager for one of the largest institutional investors in Canada. Prior to this role he was a lead analyst for an equity research team.

Mahad has his masters in finance (MSc. Finance) and the Chartered Financial Analyst (CFA) designation.

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

Kenzy Ho, CIM

Associate Investment Advisor

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. She will be looking after your transactional needs such as fund transfers. 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, CIM

Investment Advisor

Samantha Cieslak is an Investment Advisor for the Brezer Vos Wealth Management Group. Samantha joined Nesbitt Burns in 2015 and has over 15 years of experience working in the financial services industry.

Samantha has the CIM (Chartered Investment Manager) designation and the QAFP (Qualified Associate Financial Planner) designation. She is currently working towards the CFP (Certified Financial Planner) designation.

Samantha enjoys spending time with her family, travelling and is an avid runner.

Ling Wu, CFA, BBA (Fin)

Investment Associate

Ling Wu is the most recent addition to our team, joining as an Investment Associate. Ling joined BMO in 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

Administrative Assistant

Tracy joined our team in February 2020 as an Administrative Assistant. 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

Administrative Assistant

Kelly is the most recent addition to our team joining as an Administrative Assistant. 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

Administrative Assistant

Sarah recently joined our team as an Administrative Assistant. 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.

Our Partners

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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.

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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.

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Nicco Bautista, LL.B, MA

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. 

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Valerie Chan, CPA, CA

Director, Wealth Planning, BMO Wealth Planning

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. 

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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.

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Kimiko Comeau, CFA

Director, Business Advisory & Succession Planning

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 and 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 and business planning expertise to BMO Wealth Management.
Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.

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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.