R. Joni Ganderton, MBA, CFP

Investment Advisor, Wealth Advisor

Tel: 250-537-1654

Address

BMO Nesbitt Burns

152A Fulford Ganges Rd
Salt Spring Island, BC
V8K 2T8
Map

Contact Me

Additional Wealth Partners

In addition to the core members of our team, we are also able to offer our clients the complimentary services of the following internal wealth partners. We draw on their extensive knowledge and education in their areas of specialization to provide our clients with the best all-encompassing wealth management experience.

Nicco Bautista, L.L.B., M.A. 
Director, Estate Planning

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.

Melanie Wakely, PFP 
Senior Private Banker, BMO Private Banking

With almost a decade in the financial services industry, and two decades being self-employed, Melanie is an expert member of our Private Banking team. Prior to joining the Private Bank, Melanie guided and advised BMO clients as a Financial Services Manager and Financial Services Coordinator. Melanie obtained the Personal Financial Planner designation in 2015.

Melanie serves affluent and ultra-high net worth individuals and families, as well as corporations and institutions throughout Vancouver Island. She has extensive banking and lending experience with both personal and commercial clients, and she is known for getting it done right the first time, making things happen during challenging times.

With Melanie's banking and entrepreneurial experience, you can be confident you have a partner who will understand your personal and professional needs, and who is dedicated to ensuring you benefit from the unique services and solutions offered by BMO Private Banking.

Jamie Wilson
Estate and Insurance Advisor

Born and raised in Vancouver, Jamie began his career in the financial industry in 2000. He previously worked as a Senior Insurance Consultant at a major bank-owned brokerage firm for 13 years.

Jamie`s objective is to review, analyze, and provide insurance-based tax and estate planning strategies. Specializing in providing solutions tailored for affluent investors, Jamie provides customized strategies for individuals and families, as well as privately owned Canadian corporations and shareholders.

Michael Bacon, CFP
Wealth Planning Consultant, BMO Private Wealth
 

Michael advises high net worth individuals, families, professionals and business owners on comprehensive wealth planning including Retirement, Tax, Trust & Estate, Succession and Philanthropic planning and solutions. Drawing on extensive experience, he helps clients understand and articulate objectives for their wealth and family. A skilled listener, Michael focuses on discovery to identify issues and narrow the scope of planning solutions.

Amy Wang, CPA, CA
Wealth Planning Consultant, BMO Wealth Planning

Amy is a Chartered Accountant and a Wealth Planning specialist. Prior to joining BMO, Amy specialized in tax while working for one of the Big Four accounting firms supporting clients with their personal and corporate tax planning, compliance, tax reorganizations, business succession, as well as trust and estate planning needs. Amy provides in-depth tax knowledge to high net worth clients and their families with tailored wealth plans to help clients make informed financial decisions. She is proud to collaborate with a team of highly disciplined specialists as a trusted advisor.