BMO Nesbitt Burns
885 West Georgia St.
Tax & Estate Planning
Director, Wills & Estate Planning
“My estate and wealth management plans are custom-made and align family dynamics, tax efficiency, and financial flexibility. They are designed to transfer wealth to the next generation in a way that minimizes tax and litigation exposure.”
Nicco works with clients and other members of the BMO Wealth Planning Team to prepare estate plans for clients. These plans often include wills and trusts, after considering business and tax planning, estate and family law litigation exposure, and other complex issues which may be unique to the client, such as charitable giving and planning for family members with special needs. Nicco has experience working with clients' key advisors and family office members. Together, Nicco can help with the creation or refinement of a comprehensive estate plan that helps families achieve their goals across different generational and cultural philosophies.
Prior to joining BMO Wealth Management, Nicco worked in the private client services and wealth preservation teams of the largest law firm in Vancouver. During this time, Nicco focused on tax and estate planning issues related to individuals, corporations, trusts and estates. Nicco also has experience in estate litigation, estate administration, family law planning, and the creation of private foundations.
Using a holistic approach, Nicco collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Nicco’s goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Education & credentials
- L.L.B., University of British Columbia
- M.A., University of British Columbia
- B.A. (Hons), University of British Columbia
- Member, Canadian Association of Gift Planners
- Taiwanese / Hokkien
Director, Tax Planning at BMO Nesbitt Burns
“My goal is to understand the unique lifestyle and financial objectives of our clients and develop tax and estate planning strategies, together with our Wealth Planning Consultants and Advisors, to help our clients meet their objectives in a tax-efficient manner.”
Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving, creating tailored solutions for a diverse group of clients.
Holly joined BMO Wealth Management in 2017 after an extensive career in public accounting, including progressively senior tax roles at Deloitte and Grant Thornton LLP. During this time Holly focused on tax and estate planning issues related to individuals, privately held corporations, trusts and estates.
Education & Credentials
Chartered Professional Accountant (CPA, CA)
CPA Canada In-Depth Tax Course (attended and served as an instructor)
Trust and Estate Practitioner (TEP)
Member of the Canadian Tax Foundation
Member of the Estate Planning Council of Vancouver