BMO Nesbitt Burns
595 Burrard Street
Senior Wealth Planning Consultant at BMO Private WealthSuki 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 90's and lives in Richmond with her family. Suki has over twenty years of experience in the financial services industry. Prior to working at BMO, she worked at several major Canadian banks in banking, financial planning and insurance advisory roles.
As a member of the High Net Worth Planning team, Suki brings together the knowledge and experience of our in-house tax and estate professionals and works with the 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, buisness succession, transition planning, esttae and gift planning and charitable giving.
Suki brings a wealth of knowledge and experience to the wealth planning role. She has the Certified Financial Planner (CFP) designation, Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and the Resgistered Retirement Consultant (RRC) designation. Suki is currently working towards the Trust and Estate Practioner designation and she is also a former recipient of Leslie Dunstall Award for BC.