Nicco Bautista, LL.B, MA
Director, Estate Planning, BMO Private Wealth
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 Wealth
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.
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.
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.