Address

BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Contact Us

Team

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.
 

Hayley Martin
Sales Assistant

Tel:  604-443-1424
Fax: 604-631-2658
Email: hayley.martin@nbpcd.com
 

Hayley has recently joined the team as a Sales Assistant after being with BMO Nesbitt Burns for the past year. She brings with her a positive energy and strong administration and organizational skills to assist in daily operations. Hayley graduated in 2018 from the University of British Columbia with a dual degree in Geology and Management. On the weekends Hayley can often be found enjoying the outdoors running the seawall or on the soccer field.

 

Our Partners

Nicco Bautista, L.L.B., M.A. 
Director, Estate Planning

Nicco works with clients and other members of the BMO Wealth Planning Team to prepare estate plans for clients. These plans often include wills and trusts, after considering business and tax planning, estate and family law litigation exposure, and other complex issues which may be unique to the client, such as charitable giving and planning for family members with special needs.

Nicco has experience working with clients' key advisors and family office members. Together, Nicco can help with the creation or refinement of a comprehensive estate plan that helps families achieve their goals across different generational and cultural philosophies. 
 

Holly Castle, CPA, CA, TEP 
Director, Tax Planning

Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving, creating tailored solutions for a diverse group of clients.
 

Valerie Chan, CPA, CA, CPA 
Director, Wealth Planning, BMO Wealth Planning

Valerie is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations. 

 
 
Financial  Planning  ♦  Tax Planning  ♦ Estate Planning  Investment Planning