My Partners

在金融服务行业担任多个风险管理职务十二年后，Tim于2007年加入BMO利时证券。Tim 始终以精练而专业的方式处理人寿保险业务，可为我们的客户提供遗产规划与风险管理需求方面的个人指导。

无论是服务于企业机构还是个人，他都擅长打造定制化解决方案，以满足您的具体需求，并将其与您的财富管理规划相整合。客户及其各自的税务和法律顾问逐渐信任并依赖Tim的宝贵知识和可靠建议。Tim热爱运动，热心慈善，Tim一向秉持回馈社区的理念。

Jonathan与高净值客户合作，为其量身定制合适的遗产解决方案。他善于识别客户的顾虑，并帮助客户处理法律及非法律问题，以尽可能避免未来的遗产纠纷。

Jonathan的客户受益于其洞察，以及在原本棘手的对话中让客户感到轻松自在的能力。他善于分析事实，对细节和整体风险因素均有出色的把握。通过切实可行的遗产与税务规划策略，Jonathan帮助客户实现了财务目标。他既享受与个人客户共事，也乐于向较大群体分享遗产规划的整体理念。

他善于沟通，既有效率，又富有感染力。

作为财富规划总监，Jonathan专注于遗产与信托事务。他于2015年8月加入BMO。此前，他曾作为律师私人执业五年，并在一家全国性信托公司工作五年。在私人执业期间，Jonathan曾在一家遗产诉讼律所担任律师。进入法学院之前，他曾为一位联邦内阁部长撰写演讲稿。

Andy是一名专业人士，其专注于帮助客户保全并增长财富。凭借在加拿大所得税方面的专业知识，Andy协助客户处理企业架构、传承与遗产规划、所有者兼经理薪酬、公司重组、信托与控股公司的适当运用、资产剥离、业务分拆以及多种其他税务规划策略。 他拥有事务所执业经验，能够提供深厚的实用洞察，并具备一项独特能力：将复杂的税务概念转化为客户易于理解的高效策略。

Andy于2014年加入BMO财富管理（BMO Wealth Management）。此前，他在致同会计师事务所（Grant Thornton LLP）国内税务部门逐步晋升，担任高级管理职务，为企业主和高净值人士制定并实施税务规划策略。

With almost 25 years of experience, Noel understands the broad issues that wealthy families face. By taking the time to understand each client’s specific goals and objectives, he brings his extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, trust planning and family governance.
Noel can skillfully take complex tax and estate planning issues and considerations, and speak to clients in a way that they can easily understand these issues.
Noel joined BMO Wealth Management in 2017. In addition to his tax/accounting background of almost 18 years at Deloitte & Touche  LLP, he has extensive experience in the investment industry as well, including working at a large fund management company. Most recently, Noel worked as a Tax Planning & Consulting Specialist where he focused on tax planning and wealth transfer strategies for high net worth clients and business owners.

Mario在金融服务行业拥有超过18年的经验，从事客户关系管理及高净值规划相关工作。

他善于倾听客户，了解对他们而言重要的问题，并运用自身经验制定个性化财富规划。他专注于处理退休与遗产规划、信托、保险以及复杂的公司架构方面的工作。过去几年，他曾在加拿大一家大型金融机构工作，为全国各地的超高净值和高净值家庭制定全面的财务规划。

他持有注册财务策划师（CFP®）和个人财务规划师（PFP®）资格。

As a trusted advisor, Jessica manages a portfolio of wealthy individuals and families and provides integrated wealth management strategies and solutions covering the disciplines of banking, investment management, trust and planning.

With over 30 years of experience in banking, including more than 21 in Private Banking, Jessica has developed significant breadth and depth in serving high net worth individuals, as evidenced through Jessica winning the BMO Private Banking Platinum award, recognizing top client performance. Fluent in both English and Mandarin, Jessica is proud to serve clients in the GTA and beyond.

Jessica completed her undergraduate degree at Renmin University in Beijing in 1996. She then joined Bank of China Head Office as a financial analyst in the Asset & Liability Management Department. In 2003, Jessica graduated with her MBA from the Richard Ivey School of Business, while she concurrently achieved her CFA designation.

Jessica is married with three boys and enjoys spending time at her cottage on Stoney Lake with family and friends.

As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.

I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.

By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.

Over two decades of working experience at BMO. As a private banker, I'm dedicated to delivering personalized wealth management solutions to high net-worth individuals and families. Skilled in building long-term, trust-based relationships and collaborating with a multidisciplinary team of financial experts to provide comprehensive, holistic solutions. Passionate about empowering clients to achieve their financial goals while upholding the highest standards of integrity. Committed to fostering client confidence by delivering proactive communication and transparent guidance to achieve sustained financial growth and security. Aligned with BMO’s core values of integrity, diversity, and social responsibility, ensuring ethical practices and inclusive client service while contributing to a positive community impact.