One Bank Partners

At BMO Wealth Management, we come together as one team to offer a seamless experience focused on helping clients plan, grow, protect, and transition their wealth with confidence. Working in unison with our Private Banking Partners, we collaborate to create an exceptional and differentiated client experience that is unmatched in the industry.


Drawing on a comprehensive array of specialized wealth management disciplines, we offer customized wealth planning, investment management, banking, tax planning, trust and estate, philanthropy, business succession planning, and family office services.


At the Currie & Cookman Advisory Group, we actively engage with our 'One Bank Partners' to better serve our clients' complex and unique needs. With our team of industry experts by your side, you and your family can enjoy the life you've built with confidence.


For more information on how we can help you better achieve your goals, please contact the Currie & Cookman Wealth Advisory Group directly.


Melanie Wakely, PFP

Senior Private Banker, BMO Private Wealth

With almost a decade in the financial services industry, and two decades being self-employed, Melanie is an expert member of our Private Banking team. Prior to joining the Private Bank, Melanie guided and advised BMO clients as a Financial Services Manager and Financial Services Coordinator. Melanie obtained the Personal Financial Planner designation in 2015.

Melanie serves affluent and ultra-high net worth individuals and families, as well as corporations and institutions throughout Vancouver Island. She has extensive banking and lending experience with both personal and commercial clients, and she is known for getting it done right the first time, making things happen during challenging times.

With Melanie's banking and entrepreneurial experience, you can be confident you have a partner who will understand your personal and professional needs, and who is dedicated to ensuring you benefit from the unique services and solutions offered by BMO Private Banking.


Kirk O'Brien, CPA, CMA, MBA, PFP, TEP

Director, Wealth Planning, BMO Wealth Planning

Kirk advises high net worth individuals, families, professionals and business owners on comprehensive wealth planning including Retirement, Tax, Trust & Estate, Succession and Philanthropic planning and solutions. Drawing on extensive experience, Kirk helps clients understand and articulate objectives for their wealth. A skilled listener, he focuses on discovery to create value by helping them identify issues and narrow the scope of planning. Kirk is a member of CPA BC, The Society of Trust & Estate Practitioners (STEP), the Canadian Tax Foundation and the Estate Planning Council of Victoria. He volunteers on the boards of the Scouts Canada Foundation and Tourette Canada.


Jamie Wilson

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.