One Bank Partners

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.

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'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 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 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.

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.

Jaime is a highly experienced Private Banker. With 25 years experience working at BMO, Jaime is able to provide a professional and comprehensive experience for her clients. Working closely with specialists and advisors, Jaime is able to achieve a customized approach to banking, investments, borrowing and more, and guide clients & their families in growing and preserving their wealth.

Joanna Ho is a Director with BMO Family Office Canada with a primary focus on western Canada.  Joanna brings her wealth of experience in providing institutional solutions to BMO Private Wealth & Canadian Commercial Banking clients across the country.

Through a career spanning over 20 years, Joanna has developed extensive international experience advising a diversified and extensive client base engaged in a broad range of cross border transactions with the aim to build & preserve their legacy through preservation, responsible growth, and ultimately smooth family transitions.

Prior to joining BMO, Joanna held various senior positions in major private banks in Asia.  She was the Head of Wealth Planning, Greater China & North Asia with the Bank of Singapore where she spearheaded the family office and wealth planning support group.  In her position as the Regional Head of Wealth Planning in Asia Pacific at HSBC Private Banking, she led a team of professionals assisting clients on their wealth structuring, asset protection, family office, and philanthropic planning. Her team received top awards and recognition for several consecutive years.

Joanna holds a Bachelor of Law from The University of London and a Bachelor of Commerce from The University of Calgary.  She is also a qualified CPA (Canada, the US and Hong Kong), a member of Society of Trust and Estate Practitioners (STEP) and holds an Advanced Certificate of Family Business Advising  from STEP.