At BMO Wealth Management, we come together as one team to offer a seamless experience focused on helping clients plan, grow, protect, and transition their wealth with confidence. Working in unison with our Private Banking Partners, we collaborate to create an exceptional and differentiated client experience that is unmatched in the industry.
Drawing on a comprehensive array of specialized wealth management disciplines, we offer customized wealth planning, investment management, banking, tax planning, trust and estate, philanthropy, business succession planning, and family office services.
At the Currie & Cookman Advisory Group, we actively engage with our 'One Bank Partners' to better serve our clients' complex and unique needs. With our team of industry experts by your side, you and your family can enjoy the life you've built with confidence.
For more information on how we can help you better achieve your goals, please contact the Currie & Cookman Wealth Advisory Group directly.
Melanie Wakely, PFP
Senior Private Banker, Personal Financial Planner
With almost a decade in the financial services industry, and two decades being self-employed, Melanie is an expert member of our Private Banking team. Prior to joining the Private Bank, Melanie guided and advised BMO clients as a Financial Services Manager and Financial Services Coordinator. Melanie obtained the Personal Financial Planner designation in 2015.
Melanie serves affluent and ultra-high net worth individuals and families, as well as corporations and institutions throughout Vancouver Island. She has extensive banking and lending experience with both personal and commercial clients, and she is known for getting it done right the first time, making things happen during challenging times.
With Melanie's banking and entrepreneurial experience, you can be confident you have a partner who will understand your personal and professional needs, and who is dedicated to ensuring you benefit from the unique services and solutions offered by BMO Private Banking.
Kirk O`Brien, CPA, CMA, MBA, CFP, TEP
Director, Senior Wealth Planning Consultant
Holding over 30 years of experience in banking and wealth management, Kirk began his career in the financial services industry in 1989.
Kirk creates value for high net-worth clients, their investment advisors, private banking, and trust professionals through comprehensive wealth strategies for retirement, tax and estate, cross-border, philanthropic, and succession planning.
Eleanor Johnsen, FCSI
Private Wealth Consultant
With almost two decades of experience in the financial services industry as a national top producing advisor and corporate leader, Elly is our Vancouver Island connection to the award winning offerings at BMO Private Wealth Canada.
Elly ensures that our clients, including many with complex and sensitive situations, have access to specialized wealth solutions, resources, and support from across BMO. She works closely with our clients, reviewing each individual financial situation and determing what clients want to achieve, avoid, preserve, and protect. Bringing the right experts to the table at the right time in order to implement customized wealth plans, Elly oversees everything to ensure an excellent client experience.
Estate and 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. Specalizing in providing solutions tailored for affluent investors, Jamie provides customized strategies for individuals and families, as well as privately owned Canadian corporations and shareholders.