Tel: 1888-267-8111
Tel: 250-537-1654

Address

BMO Nesbitt Burns

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

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.

Kirk O'Brien, CPA, CMA, MBA, PFP, TEP 
Director, Wealth Planning, BMO Wealth Planning

Kirk 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, Kirk helps clients understand and articulate objectives for their wealth. A skilled listener, he focuses on discovery to create value by helping them identify issues and narrow the scope of planning. Kirk is a member of CPA BC, The Society of Trust & Estate Practitioners (STEP), the Canadian Tax Foundation and the Estate Planning Council of Victoria. He volunteers on the boards of the Scouts Canada Foundation and Tourette Canada.

Eleanor Johnsen, FCSI 
Assistant Market Leader - Vancouver Island

With almost two decades of experience in the financial services industry as a national top producing advisor and corporate leader, Elly is our Vancouver Island & Gulf Islands connection to the award winning offerings at BMO Private Wealth.

Elly ensures that our clients, including many with complex and sensitive situations, have access to specialized wealth solutions, resources, and support from across BMO Financial Group. She works closely with our clients, reviewing each individual financial situation and determining what clients want to achieve, avoid, preserve, and protect. Bringing the right experts to the table at the right time in order to implement customized wealth plans, Elly oversees everything to ensure an excellent client experience.

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.