Rick Wesseling

Financial Planner and Portfolio Manager

Fax: 250-953-2370
Tel: 250-953-2365

Address

BMO Nesbitt Burns
730 View Street, 10th Floor
Victoria, BC
V8W 3Y7
Map

BMO Nesbitt Burns
1225 Douglas Street
Victoria, BC
V8W 2E6

Contact Us

Our Partners

Our Partners

Susan Delarge
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. 

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.

Michael Bacon, CFP
Wealth Planning Consultant, BMO Private Wealth
 

Michael 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, he helps clients understand and articulate objectives for their wealth and family. A skilled listener, Michael focuses on discovery to identify issues and narrow the scope of planning solutions.