Paul Hamilton, FCPA, FCA, FCSI®, BBA, CIM
Senior Investment Advisor, Senior Portfolio Manager
John Gjervan, B.Comm., CPA, CA, CIM®, FCSI®
Investment Advisor
Karen Lau, B.Comm., CFA
Portfolio Manager
Scott Sutherland, BSc, CFA
Associate Portfolio Manager
Peter Kaye, BA, CFA
Associate Portfolio Manager
Ren Liao, MBA, CFA
Associate Portfolio Manager
Lisa Ma, B.Comm., CFA
Investment Associate
Maggie Lui, BBA, CIM®
Senior Client Service Associate
Pey-Ming Liu, BA
Senior Client Service Associate
Viola Tung, BBA
Client Service Associate
Kathrine Chan, BA
Client Service Assistant
Our Partners
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.
Sangzi Zhou
Director, Estate Planning at BMO Private Wealth
Sangzi Zhou is the Director, Estate Planning at BMO Private Wealth, based in Vancouver. She supports private wealth clients across British Columbia markets and the Edmonton market with their estate planning needs, collaborating closely with investment advisors, lawyers, and accountants to structure tailored estate plans.
Before stepping into her current role, Sangzi worked as a Senior Trust Officer with BMO Trust Company, where she oversaw complex estate and trust matters. Prior to joining BMO, she practiced at a full service law firm in Vancouver, focusing on trust and estate planning, administration, and real estate matters. She is also a member of the Society of Trust and Estate Practitioners (STEP).
Sangzi is fluent in Cantonese and Mandarin and speaks conversational French. Outside the office, she enjoys sharpening her photography skills, travelling to new destinations, and discovering new restaurants.
Michael Bacon, CFP
Senior Wealth Planning Consultant
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.