Paul Hamilton, FCPA, FCA, FCSI®, BBA, CIM
Senior Investment Advisor, Senior Portfolio Manager
John Gjervan, B.Comm., CPA, CA, CIM®, FCSI®
Senior Investment Associate
Karen Lau, B.Comm., CFA
Portfolio Manager
Scott Sutherland, BSc, CFA
Associate Portfolio Manager
Peter Kaye, BA, CFA
Associate Portfolio Manager
Maggie Lui, BBA, CIM®
Senior Client Service Associate
Allison Fulton, BA, CIM®
Senior Client Service Associate
Pey-Ming Liu, BA
Senior Client Service Associate
Caroline Kho, BBA
Senior Client Service Associate
Jason Quan, M.Sc., CFA
Client Service Associate
Lisa Ma, B.Comm., CFA
Investment Associate
Ren Liao, MBA, CFA
Associate Portfolio Manager
Our Partners
Phil Haines, CPA, CA
Director, Tax Planning, BMO Wealth Planning
Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.
Jamie Wilson
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.
Vicki Xu, JD, TEP
Director, Estate Planning, Vancouver
Vicki is an Estate Planning Consultant with BMO Private Wealth, where she supports clients through their estate planning process by providing tailored legal information and recommendations to meet their unique needs. She works closely with other specialists on the Wealth Planning Advisory team, including Tax Planning Consultants, Business Advisory Consultants, and Estate and Insurance Advisors, to devise comprehensive solutions for clients.
As a BC licensed lawyer and a member of the STEP Canada Society Of Trust And Estate Practitioners, Vicki is well-equipped to address a wide range of estate planning matters, including probate fee planning, trust establishment and business succession strategies. Before assuming her current role as Director of Estate Planning at BMO Private Wealth, Vicki practiced law at a boutique full-service law firm and served as Senior Trust Officer with BMO Trust Company. Her hands-on experience in trust and estate administration informs her estate planning approach, enabling her to identify and mitigate potential pitfalls in the estate planning process.
Vicki is fluent in Mandarin and conversant in Cantonese.