BMO Bank of Montreal - We're here to help.™

Tel: 604-535-4306

Address

BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
Map

Contact Us

Our Extended High Net Worth Team

 

Our Tax Specialist

Phil Haines, CPA, CA, 
Director, Tax Planning
BMO Wealth Management

             

Our Wills & Estate Planning Specialist

Nicco Bautista 

Director, Wills & Estate Planning
BMO Wealth Management


                    

Our Wealth Planning Specialists

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

             



Magnus Aaserud, CPA, CA, TEP, CFP  
Director, Wealth Planning
BMO Wealth Management 

                    

Our Estate and Insurance Specialists

Sarah King 
Estate and Insurance Advisor
BMO Estate and Insurance Advisory Services Inc
.

                              

 

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

   

Our Business Advisory and Succession Planning Specialist

Kimiko Comeau, CFA 
Director, Business Advisory and Succession Planning
BMO Wealth Management 

   
   
 
                

Our Private Bankers

JJ Kozak, MBA, CMA, CPA, FEA 
Vice President and Senior Private Banker
BMO Wealth Management