Our Team

Patrick is a Chartered Investment Manager®, Certified Financial Planner®,  and holds a BA from Queen’s University. Utilizing his excellent interpersonal communication ability and superior product knowledge, Patrick earned a reputation as a trustworthy advisor who carefully listens to his clients and offers individualized solutions to fit their investment needs. Patrick has been awarded the Portfolio Manager designation, which recognizes his knowledge and experience in high net worth wealth management.
Patrick was born in Hong Kong and he came to Canada in the 80s. He brings more than 25 years of investment experience to the table and he has been working as an Investment Advisor with Nesbitt Burns for over 15 years. Prior to joining Nesbitt Burns, Patrick worked at another major financial institution as a Financial Advisor for more than 10 years.
On weekends, Patrick enjoys spending time with his family outdoor. He is a savvy fisherman who is on water in all seasons. He likes to spend as much time as possible with his son and daughter. Also, Patrick loves all kinds of animals. He is a certified dog trainer and a proud dog owner. Patrick is fluent in Cantonese. 

Olivia specializes in tax planning and corporate restructuring with a focus on Canadian businesses. She has led multiple Merger & Acquisition deals and achieved significant tax savings for her clients. 

Before joining BMO, Olivia was a senior tax manager at a boutique public accounting firm in Toronto. She has been involved in numerous complex estate and trust transactions in the past and assisted her clients with issues from both legal and tax perspectives. Before joining public practices, Olivia also worked as a tax auditor at Canada Revenue Agency. 

In her spare time, Olivia loves travelling around the world and discovering new restaurants. Olivia is also fluent in both Mandarin and Cantonese.  

Sam is a CFA charter holder and a designated financial planner in Canada. With a rich background of spanning years in the financial realm, Sam has navigated the intricacies of banking with precision and dedication at CIBC before transitioning to his current role at BMO Nesbitt Burns.

Fueled by a deep-seated passion for assisting clients in achieving their financial aspirations, Sam approaches each interaction with enthusiasm and expertise. Sam is deeply passionate about leveraging his expertise to guide clients towards their financial goals with precision and care. Known for going the extra mile, Sam is committed to understanding each client’s unique needs and aspirations, therefore tailoring comprehensive strategies to ensure their success. 

In his free time, Sam enjoys exploring new destinations with his wife, immersing themselves in diverse cultures and experiences. Sam is a proud owner of a cat and a dog. He loves nature, and he is also a die-hard fan of Star Wars. Sam is also fluent in Mandarin.

Carol is a Senior Client Service Associate and an Investment Representative. Having been with BMO since 2006, Carol's journey began as a Customer Service Representative at the Bank of Montreal before transitioning to BMO Nesbitt Burns. She holds a Bachelor of Arts in Economics from the University of Toronto.  

Carol values the essence of relationships, seeing everyone as unique and special. She takes pride in delivering exceptional service, a trait that often earns her praises from clients. With a deep understanding of each client's needs and situation, Carol springs to action immediately when clients reach out. Known for her promptness, attention to detail, and proactivity, she ensures that no task goes unfinished. Carol's expertise extends to resolving issues efficiently, executing trades, and overseeing our team's operations and compliance matters. Always striving for excellence, Carol actively seeks out better ways of doing things and readily offers suggestions for consideration. 

Beyond her professional life, Carol enjoys cooking. She treasures moments of relaxation spent with her husband, whether it's exploring the world through travelling or embarking on cruises together. Carol is also fluent in Cantonese and Mandarin. 

Teresa is a finance professional specializing in wealth management and has a proven track record of supporting high-net-worth clients. She brings extensive experiences in client engagement and relationship management. Teresa is also known for delivering tailored investment solutions that closely align with clients' financial goals.

Before joining BMO Nesbitt Burns, Teresa worked at HSBC Bank for several years, where she built a strong foundation in financial services and developed a deep understanding of client needs through strategic and personalized support.

Outside of work, Teresa enjoys spending time with her family and staying active through sports such as swimming and tennis. She is passionate about visual arts and other creative pursuits, including cinema and LEGO building, and she is actively engaged in her church community. Teresa is also fluent in Mandarin and Cantonese.