Gee On Lee, BA, FMA, FCSI

Investment Advisor

Gee On has over 25 years of experience in the financial services industry.  His background includes Investment Management, Personal & Commercial Banking and Branch Manager.  He is a Wealth Management Services Specialist for High Net Worth clients and is a Fellow of the Canadian Securities Institute.  Gee On is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.

Gee On is married and has 3 children.  He is involved in coaching sports and serves as a consultant for global non-profit organizations and charities.
 

Jordan Lee, BA

Investment Associate

Jordan is a graduate of the Vancouver School of Economics, University of British Columbia.  In university, Jordan focused his studies on the intersection of economics, finance, mathematics, and statistics.  Prior to joining Nesbitt Burns, Jordan worked in pension consulting as an actuarial analyst at a leading global advisory company.
 
Jordan has completed all 3 levels of CFA.
 
Jordan enjoys reading, cooking, and time spent in the outdoors.  When not in the office, you can find Jordan running the Seawall or exploring BC’s backcountry with his hound, George.

Michelle Hou, B.Comm.

Senior Associate

Michelle graduated from the Sauder School of Business at University of British Columbia.  She has over 15 years of experience in the financial industry.  She provides exceptional customer service to our clients and ensures their questions are answered.

Michelle speaks English, Mandarin and Cantonese.  She enjoys spending time with her husband, daughter and Misa the Shiba Inu.

Our Partners

headshot

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.

headshot

Sue Noorloos

Director, Estate Planning, BMO Private Wealth

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.