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

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

 

Our Wills & Estate Planning Specialist

Nicco Bautista

Nicco Bautista 
Director, Wills & Estate Planning
BMO Wealth Management

 

Our Wealth Planning Specialists

Valerie Chan

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

 

Christina Plumton, CPA 
Senior Wealth Planning Consultant 
BMO Wealth Management 

Suki Chahal CFP, CLU, CHS, RRC 
Senior Wealth Planning Consultant
BMO Wealth Management 

Our Estate and Insurance Specialists

Jamie S. Wilson

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


 

Sarah King

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

 

Our Business Advisory and Succession Planning Specialist

Kimiko Comeau

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

 

Our Private Bankers

  

 

Teri Yoo, B.sc 
Private Banker
BMO Wealth Management 

 

Kaschys Pedroso 
Private Banker
BMO Wealth Management 

 
   JJ Kozak

 

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