One Bank Partners

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 Bacon works with affluent individuals, families, entrepreneurs, and professionals to design and implement comprehensive financial strategies. His expertise covers retirement planning, tax and estate considerations, succession planning, and philanthropic giving, all tailored to each client’s unique circumstances.

With more than two decades of experience in banking, investments, and financial planning, Michael brings a thoughtful and solutions-oriented approach to even the most complex situations. Since joining BMO Private Wealth in 2007, he has focused on building lasting client relationships through clear communication, careful listening, and practical guidance. By collaborating with a network of specialized colleagues, he ensures clients benefit from coordinated strategies that address their full financial picture.

A long-time resident of Victoria, BC, Michael is deeply connected to the community he serves. Away from the office, he enjoys spending time with loved ones and exploring Vancouver Island’s natural beauty.

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 ultra‑high net worth clients, families and business owners on comprehensive wealth planning, including family wealth preservation, business succession, tax, trust & estate, philanthropic and cross‑border planning. Drawing on over 35 years extensive experience, Kirk helps clients articulate objectives for their wealth. He focuses on discovering to create value by helping identify issues and narrow scope on customized planning solutions. Kirk has an MBA from Dalhousie University, is a Chartered Professional Accountant (CPA, CMA), Certified Financial Planner (CFP), Trust & Estate Practitioner (TEP) and Family Enterprise Advisor (FEA). Kirk is married with two adult children. With deep roots in Newfoundland and having grown‑up and worked in St. John’s, he is frequently home to meet clients and visit family and friends.

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.