Our Team

Our Tax Specialist

Holly Castle, CPA, CA, TEP 
Director, Tax Planning
BMO Wealth Management

Our Wills & Estate Planning Specialist

Nicco Bautista 
Director, Wills & Estate Planning
BMO Wealth Management

Our Estate and Insurance Specialist

Jamie S. Wilson 
Estate and Insurance Advisor
BMO Estate and Insurance Advisory Services Inc.

Our Wealth Planning Specialist

Valerie Chan 
CPA, CA, CPA (Washington)
Director, Wealth Planning 
BMO Wealth Management 

Our Tax Specialist

Myen Lim CPA, CA 
Director, Tax
BMO Wealth Management

Our Business Advisory and Succession Planning Specialist

Debra J.P. Thomas,CIM, TEP 
Director, Trust Services at BMO Private Banking