Vicki Xu, JD, TEP
Director, Estate Planning, Vancouver
Vicki is an Estate Planning Consultant with BMO Private Wealth, where she supports clients through their estate planning process by providing tailored legal information and recommendations to meet their unique needs. She works closely with other specialists on the Wealth Planning Advisory team, including Tax Planning Consultants, Business Advisory Consultants, and Estate and Insurance Advisors, to devise comprehensive solutions for clients.
As a BC licensed lawyer and a member of the STEP Canada Society Of Trust And Estate Practitioners, Vicki is well-equipped to address a wide range of estate planning matters, including probate fee planning, trust establishment and business succession strategies. Before assuming her current role as Director of Estate Planning at BMO Private Wealth, Vicki practiced law at a boutique full-service law firm and served as Senior Trust Officer with BMO Trust Company. Her hands-on experience in trust and estate administration informs her estate planning approach, enabling her to identify and mitigate potential pitfalls in the estate planning process.
Vicki is fluent in Mandarin and conversant in Cantonese.