Financial Planner and Portfolio Manager
BMO Nesbitt Burns
730 View Street, 10th Floor
BMO Nesbitt Burns
1225 Douglas Street
Kirk O'Brien, CPA, CMA, MBA, PFP, TEP
Director, Wealth Planning, BMO Wealth Planning
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.
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.
Senior Private Banker, BMO Private Wealth
With over three decades of experience at BMO Financial Group and over a decade of experience as a Private Banker, Susan is a leader in providing integrated services to affluent families at all stages of their lives. Susan has extensive banking and lending experience with both personal and commercial clients, guiding families through tough times of transition and meeting their day-to-day needs. Susan has focused on serviing affluent and ultra-high net worth individuals and families, as well as corporations and institutions throughout Vancouver Island.