Mike McPhillips, M.Sc., CIM, FCSI
Senior Portfolio Manager
Hani Zakaria, CFA
Portfolio Manager
Kristy Ho
Business Development
Our Partners
John Michael Durrant
Senior Estate & Insurance Advisor
John Michael is an expert in his field and a valuable member of the team. He has been working with high net worth clients with a targeted insurance focus for over 20 years. He specializes in structuring insurance as a risk management tool and as a unique asset class for our clients. He helps our clients by maximizing their wealth, minimizing tax, enhancing philanthropic goals, and providing peace of mind. Collaborating with our team, other specialists within the BMO wealth group, and our clients own trusted tax and legal advisors, John Michael structures tax intelligent insurance strategies for our clients using personal or corporate investment dollars. John Michael ensures our clients clearly understand the uniqueness of insurance as an asset class and how insurance planning complements and enhances their wealth management plans. Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks.
Ieen Liu, PFP
Senior Private Banker
Private wealth management with a difference.
Ieen is a dedicated Senior Private Banker providing the highest level of services to successful and affluent individuals and families. With her longstanding, established financial services knowledge and experience, Ieen assists her clients in a number of key banking areas: tailoring services to meet individual client requirements, taking initiative to sustain personal contact, customized lending, business financing for professionals, U.S. banking and above all, maintaining discretion.