BMO Nesbitt Burns
885 West Georgia Street
Director, Wills & Estate Planning at BMO Wealth Management
Prior to joing 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 & 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.
Nicco holds a Bachelor's of Law (L.L.B), Master of Arts (M.A), Bachelor of Arts (B.A Hons) from UBC and is a member of the Canadian Association of Gift Planners. Nicco speaks fluent Mandarin, Taiwanese and Tagalog.
Nicco works with clients and other members of the BMO Wealth Planning Team to prepare estate plans for clients. These plans often include wills & trusts, business and tax planning, estate and famly law litigation exposure & other complex issues which may be unique to the client, such as charitable giving & plannig 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 achive their sales goals across different generational and cultural philosophies.