Address

BMO Nesbitt Burns
204-50 Lonsdale Avenue
North Vancouver, BC
V7M 2E6
Map

BMO Nesbitt Burns
Park Royal Mall
913 Park Royal South
West Vancouver, BC
V7T 1A1

BMO Nesbitt Burns
Royal City Center
125 - 610 6th Street
New Westminster , BC
V3L 3C2

Contact Us

Our Partners

BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom we can partner on your behalf should your needs require it. Backed by this group of insurance professionals, wealth consultants, private bankers, and tax and estate planning specialists, we are able to provide a comprehensive approach that incorporates your wealth and life management needs, interests and aspirations. 

Our aim is to make these specialists readily available to you so that we see the big picture and work together to align all your wealth goals. 

 
 
 
 
Nicco Bautista

Director, Wills & Estate Planning

 “My estate and wealth management plans are custom-made and align family dynamics, tax efficiency, and financial flexibility. They are designed to transfer wealth to the next generation in a way that minimizes tax and litigation exposure.”

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.

Prior to joining BMO Wealth Management, Nicco worked in the private client services and wealth preservation teams of the largest law firm in Vancouver. During this time, Nicco focused on tax and estate planning issues related to individuals, corporations, trusts and estates. Nicco also has experience in estate litigation, estate administration, family law planning, and the creation of private foundations.

Using a holistic approach, Nicco collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Nicco’s goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans. 

Education & Credentials
 
  • L.L.B., University of British Columbia
  • M.A., University of British Columbia
  • B.A. (Hons), University of British Columbia
  • Member, Canadian Association of Gift Planners


 
Holly Castle

Director, Tax Planning at BMO Nesbitt Burns

 Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals.  Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving, creating tailored solutions for a diverse group of clients.
 
Holly joined BMO Wealth Management in 2017 after an extensive career in public accounting, including progressively senior tax roles at Deloitte and Grant Thornton LLP.  During this time Holly focused on tax and estate planning issues related to individuals, privately held corporations, trusts and estates.
 
Education & Credentials
 
  • Chartered Professional Accountant (CPA, CA)
  • CPA Canada In-Depth Tax Course (attended and served as an instructor)
  • Trust and Estate Practitioner (TEP)
  • Member of the Canadian Tax Foundation
  • Member of the Estate Planning Council of Vancouver
 
 
 

Valerie Chan

Director, Wealth Planning, CPA, CA, CPA (Washington)

 Valerie is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.
Valerie collaborates with her colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.  Valerie’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
 
Prior to joining BMO Wealth Management in 2018, Valerie was a Tax manager at KPMG, specializing in planning for privately owned businesses and high net worth individuals. Valerie has experience with a wide variety of tax issues including personal, corporate, trust, and non-resident tax.
 
Education & Credentials 
*Bachelor of Commerce (BCom) (Hons) with a major in Accounting and International Business
*Chartered Professional Accountant (CPA), Chartered Accountant (CA)
*Certified Public Accountant (CPA) (Washington)
*CPA In-Depth Tax Course




 
 
JJ Kozak

Private Banking Specialist

  JJ is an experienced banker who is committed to providing his clients with the best service and advice in the industry. JJ draws on more than a decade of progressive experience in commercial and private banking which allows him to understand the deeply intertwined nature of his clients’ personal and business dealings.
JJ has two young sons and a wife who share many common interests. They enjoy skiing, camping, and golf as a family. JJ enjoys personal fitness and is also part of a competitive BBQ team.
 

Prior to his current role, JJ was in charge of deal structuring for BMO Private Banking for Western Canada. In this role, JJ was accountable to drive high value and complex deals forward to final approval and funding. This background provides a uniquely deep insight on financial structures and a creative thought process for achieving ideal client outcomes.
He also believes that clients want real-time, proactive expert advice which will help them understand their options as well as how to address upcoming challenges and opportunities. His deep network allows him to facilitate the right connections at the right time which gives his clients unmatched access to BMO's resources.
He is a Certified Public Accountant (CMA) since 2005. He also holds a Masters of Business Administration from the Richard Ivey School of Business and an undergraduate degree in finance and accounting.
 
Education & credentials
• MBA, Richard Ivey School of Business
• Certified Public Accountant (CPA)
• Certified Management Accountant (CMA)
 
What sets us apart
Using a holistic approach, JJ collaborates with his colleagues in BMO Private Banking to design integrated solutions to enable clients to help achieve their personal wealth goals.
JJ’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. JJ knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.



 
 


Debra Thomas

Director, Trust Services, BMO Trust Company, CIM, TEP

 Debra works with clients and advisors to develop and implement solutions for wealth planning. She provides advice on structuring estate plans, protecting assets, and ensuring an efficient and effective administration and transfer of assets. She also provides advice through BMO Trust Company’s agent services to individuals who act as powers of attorney and in other similar roles.

Debra is well regarded in the estate and trust community and has served in several leadership roles throughout her career. She is a former Chair of the Society of Trust and Estate Practitioners’ Vancouver branch and a former President of the Estate Planning Council of Vancouver.

Education & Credentials

• Certificate in Retirement Strategy, Canadian Securities Institute ("CSI")
• Canadian Investment Manager Designation, CIM
• Bachelor of Arts (Economics), University of British Columbia
• Estate Planning Council of Vancouver
• Society of Trust and Estate Practitioners(TEP)
 


 
 
Jamie Wilson

Estate & Insurance Advisor

 Born and raised in Vancouver, Jamie began his career in the financial industry in 2000. He previously worked as a Senior Insurance Consultant at a major bank-owned brokerage firm for 13 years.

Jamie’s objective is to review, analyze and provide insurance-based tax and estate planning strategies.  Specializing in providing solutions tailored for affluent investors, Jamie provides customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.

Outside of work, Jamie is an avid athlete, playing competitive hockey and enjoying the outdoor lifestyle Vancouver has to offer with his wife Laura.