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, he earned a reputation as a trustworthy advisor who carefully listens to his clients and offer individualized solutions to fit clients' investment needs. Patrick has been awarded the Portfolio Manager designation, recognizing his knowledge and experience in high net worth wealth management.
Patrick was born in Hong Kong and 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.

Olivia specializes in tax planning and corporate restructing 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 account 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 practice, Olivia also worked as a tax auditor at Canada Revenue Agency. 

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

Sam is a CFA charterholder and a designated person 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 of going the extra mile, Sam is committed to understanding each client’s unique needs and aspirations, 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

Aaron Huang is a dedicated investment professional and has 6 years of experience advising affluent High net worth investors and families. With a global educational background and diverse experience across combined with his hands-on professional background across different markets, allows him to bring a unique and holistic perspective to wealth management.

Prior to joining BMO, Aaron served as an advisor at RBC, where he honed his skills in client relations and personal financial strategy. At BMO Nesbitt Burns, Aaron applies his deep analytical skills and market knowledge to manage client portfolios, focusing on achieving their unique long-term financial goals. His expertise is grounded in a strong foundation in applied finance and the rigorous CFA curriculum, having successfully passed all three levels of the CFA exam and pending award of the charter.

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 Nesbitt Burns. She also 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 praise from our clients. With a deep understanding of each client's needs and circumstances, Carol springs to action when clients reach out. Known for her promptness, attention to detail, and adherence to deadlines, 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 improvement, 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 travel or embarking on cruises together. 

Teresa is a finance professional specializing in wealth management and a proven track record of supporting high-net-worth clients. She brings extensive experience in client engagement, relationship management, and delivering tailored investment solutions that align with individual 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 creative pursuits, including cinema and LEGO building, and is actively engaged in her church community.