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.
Vicki Xu, JD, TEP
Estate Planning Consultant
Vicki advises high net worth individuals and families on estate and trust planning as part of BMO Private Wealth’s integrated Wealth Planning team. She works closely with clients to develop tailored estate planning strategies that preserve wealth and facilitate the efficient transfer of assets across generations.
Called to the Bar as a lawyer in British Columbia and an accredited Trust and Estate Practitioner (TEP), Vicki advises on a wide range of estate planning matters, including probate fee planning, trust planning, business succession planning, and Will Variation claims. She collaborates with multi-disciplinary professionals to deliver comprehensive solutions tailored to clients’ unique needs and objectives.
Prior to joining BMO Private Wealth, Vicki practised law at a boutique full-service law firm and served as a Senior Trust Officer with a large national trust company. Her experience in trust and estate administration provides valuable insight into the practical challenges of estate implementation, enabling her to identify and address potential planning issues before they arise.
Vicki is fluent in Mandarin and conversant in Cantonese.
Catharine Sloan
Private Banker
Catharine Sloan has been helping business owners, professionals and executives achieve their short and long-term financial goals for the last 14 years. Her approach involves working closely with clients to develop a comprehensive understanding of their needs in order to craft customized advice on preserving and growing their wealth. Catharine leverages her experience in banking to provide clients with unique solutions to their challenges and goals, tapping her network of experts across all BMO service lines to secure results. Her commitment to clients to taking the time to develop deep relationships her clients has earned her accolades.
Prior to joining Private Banking, Catharine spent over a decade in commercial banking, assisting businesses in the corporate finance space with their lending, investment and cash management needs. She understands the interconnection between business and personal wealth.
Catharine is an alumna of Queen’s University. Prior to her career in banking, she was a civilian for the Canadian Forces in Afghanistan, and NATO in Belgium. She volunteers with the Association of Women in Finance.
Konrad Kobielewski
Trust Officer, BMO Trust Company
Konrad provides fiduciary services in the administration of estates, trusts, and Power of Attorney relationships, offering careful oversight and stewardship in complex and sensitive matters. With over 10 years of experience in financial services, including trust administration, personal banking, and investment planning, he brings a broad and practical perspective to his work. Konrad joined BMO Trust Company in 2025, following senior trust roles at another trust company supporting clients’ long term planning and legacy objectives.
Konrad is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council of Vancouver, and holds a Bachelor of Commerce from the University of British Columbia.
JJ Kozak, MBA, CMA, CPA, FEA
Senior Private Banker, Family Office
JJ is an experienced banker who is committed to providing his clients with the best service and advice in the industry. JJ draws on more than a decade of progressive experience in commercial and private banking which allows him to understand the deeply intertwined nature of his clients’ personal and business dealings.
JJ has two young sons and a wife who share many common interests. They enjoy skiing, camping, and golf as a family. JJ enjoys personal fitness and is also part of a competitive BBQ team.
He also believes that clients want real-time, proactive expert advice which will help them understand their options as well as how to address upcoming challenges and opportunities. His deep network allows him to facilitate the right connections at the right time which gives his clients unmatched access to BMO’s resources.
He is a Certified Public Accountant (CMA) since 2005. He also holds a Masters of Business Administration from the Richard Ivey School of Business and an undergraduate degree in finance and accounting.