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.
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.