Our Partners

John has been in the financial services industry for over 30 years and joined BMO Nesbitt Burns in 2010.  During his career, John has been delivering his extensive knowledge in financial planning and matching it with his deep knowledge on risk management and portfolio construction to ensure client success in achieving financial goals. He uses a detailed and disciplined approach to financial planning to develop a comprehensive wealth management solution specializing in investment planning, retirement income planning, estate planning and tax minimization strategies. He brings extensive knowledge in dealing with professionals and the incorporation opportunities offered through income splitting, family trusts, holding companies, individual pension plans, and employee profit sharing plans.

John holds both the CERTIFIED FINANCIAL PLANNER® or CFP® designation and Chartered Investment Manager (CIM) designation as well as a BA in Economics from Simon Fraser University. John stays current in all aspects of financial planning and regularly enrolls in a variety of courses and seminars to enhance his level of expertise and ongoing ability to meet his clients' needs.

Starting her career in the financial industry 13 years ago, Eva Yang has been working alongside her clients throughout their life stage transitions when facing important financial decisions. In the past 8 years, she has been mainly working with physicians in BC to look after their financial well beings.

As a hardworking individual, she earned CFP (Certified Financial Planner) and CIM (Chartered Investment Manager) designation after obtaining her master degree in Economics. She brings her strong fundamental and technical knowledge to management of client portfolios, with the objective to deliver a diversified and smooth investment experience.

Christina brings a depth of knowledge in Canadian tax and accounting drawing from her time in public practice and from her designation as a CPA. Christina is excited to bring you a customized strategy tailored specifically to your family’s wealth management needs and to address all aspects of managing, preserving, enhancing and transferring wealth. She will also leverage the dedicated team of highly disciplined industry experts and designated specialists in Tax, Estate & Trust, Financial Planning, Business Advisory & Transition Planning, and Philanthropic Advisory specialists to simplify the complexities of wealth.
 
Education & Experience
 

• Bachelor of Business Administration (BBA) with a major in Accounting
• Chartered Professional Accountant (CPA)
• CPA In-Depth Tax Course

 
Prior to joining BMO Private Wealth, Christina spent the last 9 years specializing in Canadian tax, including five years as a Tax Manager working with high net worth clients, private companies, and their key stakeholders. Christina has experience with a wide variety of tax issues including personal, corporate, and estate planning.

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.

Heather has been with BMO for 10 years providing solutions to the healthcare industry in BC. She has been a visible presence in the healthcare community through webinars, social media and guest lectures at UBC and is well known in healthcare industry circles.