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 Basketball, Baseball and Track & Field, and serves as a consultant for global non-profit organizations and charities.
 

Jordan Lee, CFA, 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 BMO Nesbitt Burns, Jordan worked in pension consulting as an actuarial analyst at a leading global advisory company.
 
Jordan joined BMO Nesbitt Burns in 2019 and earned his Chartered Financial Analyst Designation in 2023.
 
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

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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.

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Ian Brown

Senior Wealth Planning Consultant, BMO Private Wealth

As a member of the BMO High Net Worth Wealth Planning team, Ian brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. Ian provides advice to high-net-worth individuals, families, professionals and business owners on comprehensive wealth planning including Tax, Trust & Estate, Retirement, Succession and Philanthropic planning and solutions.

Prior to joining the Bank of Montreal, Ian worked for more than 14 years in the public accounting industry, specializing in owner manager tax planning and compliance with a big four accounting firm. Industry specific experience includes working with junior public companies and private companies in a wide variety of industries including real estate and construction, hospitality, manufacturing, mining, and professional services corporations.

Vicki Xu, JD, TEP

Estate Planning Consultant

Vicki is an Estate Planning Consultant with BMO Private Wealth. She supports high net worth clients through their estate planning process by providing tailored estate and trust solutions to meet their unique needs. She works closely with other specialists on the Wealth Planning Advisory team, including Tax Planning Consultants, Business Advisory Consultants, and Estate and Insurance Advisors, to devise comprehensive solutions for clients.

 

As a BC licensed lawyer who holds the Trust and Estate Practitioner (TEP) designation, Vicki is well-equipped to address a wide range of estate planning matters, including probate fee planning, trust establishment and business succession strategies. Before assuming her current role as Director of Estate Planning at BMO Private Wealth, Vicki practiced law at a boutique full-service law firm and served as Senior Trust Officer with BMO Trust Company. Her hands-on experience in trust and estate administration informs her estate planning approach, enabling her to identify and mitigate potential pitfalls in the estate planning process.

 

Vicki is fluent in Mandarin and conversant in Cantonese.