Brian Nguyen Ha, CFP

Private Banker

Tel: 604-365- 4343

Address

BMO Private Wealth
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Contact Me

Platinum Banking

 


Distinctive banking and borrowing needs call for an equally distinctive service offering: a dedicated banker adept at larger, more complex transactions, and able to oversee the unified management of personal, business and holding company accounts. We appreciate that it’s all part of a bigger picture and will coordinate with wealth planning experts, and our U.S. partners, to structure creative, customized solutions.
 

Exclusive Benefits

  • Full suite of cash management, debt and liquidity services
  • Access to wealth planning professionals in insurance, estate, tax and more
  • Cross-border accounts and commercial services for seamless banking
  • Specialized lending capabilities (e.g., leveraged life insurance and large loan products in U.S. or Canadian dollars or Euros)
  • Unlimited accounts, cash withdrawals and international debit transactions
  • Equity monetization to provide additional capital; single asset financing strategies
  • BMO World Elite Mastercard®; preferred exchange rates; BMO Online Banking for Business
  • Unified reporting and management of personal, business and holding company accounts
 

Investment Management

  • Access to  best-in-class investment management platforms
  • Both fee-based and managed-assets portfolios
  • Open architecture platform
  • Best-in-class research
  • Active investment management
  • Strategic and tactical asset allocation 

Philanthropy

  • Dedicated philanthropic and legacy planning
  • Creation and administration of private foundations
  • Effective implementation of tax-efficient strategies
  • BMO Charitable Giving Program

Family Wealth Services  

  • Family education and governance
  • Legacy planning
  • Cash flow management and financial reporting

Wealth Planning

  • Legacy planning
  • Cash flow management and financial reporting
  • Wealth transfer
  • Tax minimization and cross-border strategies
  • Business valuation and succession
  • ​Financial and estate planning
  • Insurance and asset review
  • Lifestyle management
  • ​Pre– and post–IPO planning; exit tactics

Trust & Estate

  • Living and Family Trusts; Wills
  • Estate planning, management and litigation (trusts, holdcos, multiple beneficiaries)
  • Attorney for Property, Executor, Trustee or Court-Appointed Personal Representative
  • Trust administration and structuring
  • Agent services for ongoing tasks (e.g., tax compliance)
  • Escrow arrangements
  • enCircle concierge platform (comprehensive management)

Your needs are multi-dimensional. So are our capabilities.