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Steve Wright
Jennifer Tong

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Meet Our Team

Steve Wright

Senior Wealth Advisor

Tel: 604-443-1428

Toll Free: 1-866-352-3095

Email: Email Address
Connect with me on LinkedIn
 

Steve is a Senior Wealth Advisor with BMO Nesbitt Burns and has been with the firm for more than 20 years.  A graduate of Queen's University in Economics, he worked abroad consulting for an international accounting firm prior to joining BMO Nesbitt Burns.
 
Steve is a Professional Financial Planner and is derivatives and options licensed.  When he is not meeting or speaking with clients, he spends much of his time listening to the institutional managers and watching money flows.  Steve lives in North Vancouver, has 2 kids and enjoys fishing whenever there is free time.
 
Steve is US licensed and one of the few Advisors able to deal with US Residents.
 

 

James Curran

Associate Investment Advisor


Tel:  604-443-1467
Fax: 604-631-2658
Email: Email Address
 

James Curran is the newest member of the Team.  Prior to joining, James worked as a Financial Planner with the Bank of Montreal for more than 5 years.  James complements the Team's expertise in relationship management, financial and investment planning.  He takes pride in the strong bond he has with clients and their families while helping them with tax minimization, preservation of capital, cash flow, and portfolio performance.  James loves what he does and enjoys helping clients with thier finances at every stage of their life.
 

 

Jennifer Tong

Senior Sales Assistant


Tel:  604-443-1509
Fax: 604-631-2658
Email: Email Address
 

Jennifer is a Senior Sales Assistant and has been with the Team for more than 15 years.  She knows each client by name and is a pleasure to deal with for all your administrative and financial needs.  She knows how to get things done at the bank and is a wealth of knowledge when it comes to client tax forms required, RIF, RSP, TFSA and RESP rules.  Jennifer works with client accountants, lawyers and family members when necessary to make sure they receive information and/or documentation in a timely manner.  For those of you who already know our Team, you know who is really in charge and keeps the business so efficient.
 

 
Andrea Lee
Sales Assistant

Tel:  604-443-1424
Fax: 604-631-2658
Email: Email Address

Andrea has been with the Team for more than  a year.  Andrea come to us from the accounting industry where she was an accounting assistant. She uses her past skills and knowledge to assist with the day to day administrative operations.  

Andrea graduated from Capilano University with a Bachelors in Business Administration majoring in accounting. In her spare time she enjoys spending time with friends and family, exercising, shopping, hiking, and trying new restaurants.

Our Partners

Valerie Chan, CPA, CA, CPA (Washington)

Director, Wealth Planning

Valerie joined our Team in 2018.  Prior to this role, she 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. 
 

 

Nicco Bautista, LL.B., M.A.

Director, Wills & Estate Planning


 

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 focussed 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.
 

 

 
   
​Financial and Estate Planning  ♦  Tax Planning  ♦ Investment Planning and Strategy