David Kozier, B.Sc., CIM, FCSI
Senior Portfolio Manager & Senior Wealth Advisor
Jordan Lee, CFA, BA
Investment Associate
Michelle Hou, B.Comm.
Senior Associate
Our Partners
Jamie Wilson
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.