Our Partners

headshot

Adam Mclean

Senior Private Banker

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most. I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.

headshot

Fraser Stamp-Vincent, CPA, CGA

Private Banker

Fraser Stamp-Vincent advises high net worth individuals and their families, including business owners, executives, and professionals by structuring, customizing, and articulating complex wealth management strategies.

With over 24 years of experience in Corporate Finance and accounting, Fraser excels in curating holistic solutions in commercial and personal lending, cross-border banking, and every-day banking matters. Working closely with his team of dedicated professionals, he provides reliable, personalized service to foster authentic and enduring relationships. Fraser's clients benefit from seamless connections across BMO's broad network, including expertise in investment management, wealth planning, and family enterprise services.

Having grown up in beautiful Victoria, BC, and attaining his B.Com degree from the Gustavson School of Business at UVIC, Fraser's roots are deeply embedded in Vancouver Island. Living a family-oriented lifestyle, he is the proud father of two boys, and spends his time engaging in their team sports, going on hikes, and retreating to their family cabin on Kemp Lake.

headshot

Amy Wang, CPA, CA

Wealth Planning Consultant, BMO Wealth Planning

Amy is a Chartered Accountant and a Wealth Planning specialist. Prior to joining BMO, Amy specialized in tax while working for one of the Big Four accounting firms supporting clients with their personal and corporate tax planning, compliance, tax reorganizations, business succession, as well as trust and estate planning needs. Amy provides in-depth tax knowledge to high net worth clients and their families with tailored wealth plans to help clients make informed financial decisions. She is proud to collaborate with a team of highly disciplined specialists as a trusted advisor.

Michael Bacon

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.

headshot

Sue Noorloos

Director, Estate Planning, BMO Private Wealth

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.