Mo Zhou, FMA, CIM
Director Wealth Planning, BMO Wealth Planning
Mo is passionate about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he leverages the knowledge and expertise of our in-house tax, estate, insurance and philanthropic professionals. Mo advises high net worth families and business owners on complex issues. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.
Jennifer Muscoft, CPA, CA, TEP
Director, Tax Planning
Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.
Jennifer is a CPA, CA with over 16 years of experience. Prior to joining BMO, Jennifer was a Senior Tax Manager at one of the largest international accounting firms in Edmonton where she advised a variety of clients in the
areas of tax, estate, retirement and financial planning. Jennifer is a member of the Society of Trust and Estate Practitioners (STEP) Edmonton Branch and is a member of the Edmonton Estate Planning Council.
Gayle Pederson, TEP, CFP, MTI
Director, Will and Estate Planning
Gayle works with individuals and business owners to provide comprehensive estate and
incapacity plans. An estate and incapacity plan can help to:
Minimize taxes and probate fees, where applicable;
Reduce estate administration costs;
Determine how your assets will be distributed to loved ones and charities;
Protect the value of your estate;
Appreciate the use of trust structures;
Understand effective ways to assist family members with special needs.
Gayle has over 20 years of experience in the area of wills, estates and trusts. She joined BMO as a Trust Officer in 2002 and was responsible for the administration of many estates and trusts until she began assisting BMO clients with their planning in 2010.
Gayle is committed to continuing education in this ever changing area of wealth planning. In addition to discussing the technical issues, Gayle enjoys passing on helpful practical information that she has gained over her many years of experience administering estates and trusts.
Christine brings over 20 years of financial services experience in providing wealth, banking and complex credit solutions to high net worth clients and their families. She works with a small group of successful Canadian families to provide oversight and exceptional service related to their everyday banking & wealth planning needs. With a strong lending background, Christine offers expertise in delivering various deposit and complex lending structures that align with our clients specific needs.
Bryan Bachman, B.Comm.
Bryan Bachman began his career with BMO Bank of Montreal in 2004 working in various retail positions throughout the Edmonton Metro area. Prior to joining the Private Bank, Bryan was working within the BMO Commercial Banking division for several years in numerous positions including a health care lending specialist. In this role, he was actively involved in providing tailored and customized financing and cash management solutions through-out Northern Alberta for acquisitions and new startups.
Cory has 25 years of experience in Financial Services. He has held various roles at BMO and has enjoyed spending his entire career within the Edmonton Area. Cory is a Lead Relationship Manager and Senior Private Banker with BMO Private Wealth in Edmonton. He manages a portfolio of high net worth and affluent individuals, professionals, and entrepreneurs.
Business Advisory & Succession Planning
Kimiko Comeau, CFA
Director, Business Advisory & Succession Planning
Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purposes of wealth planning and transfer.
Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management.
Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.
Lydia Potocnik, LL.B, TEP
Vice President, Philanthropic Advisory Services
Lydia assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. Her estate planning and trust administration background allow her to also ensure that clients’ philanthropic goals are part of their larger wealth and estate plan. Having worked with both clients and beneficiaries of estates, Lydia’s approach to planning takes into consideration unique family dynamics and conflict resolution.
Lydia joined BMO Wealth Planning in 2011 as a Will & Estate Planning Consultant working with clients on all aspects of their estate and trust planning. She then assumed a leadership role with BMO Trust Company where she was responsible for overseeing all aspects of the estate and trust administration business in Ontario. Prior to joining BMO, Lydia led a very successful philanthropy program at a major hospital foundation where she advised donors on how to build a lasting philanthropic legacy. She has contributed to numerous publications and media appearances related to her work.
Estate & Trust
Ching Du, B.Sc., CFP
Associate Director and Sr. Trust Officer
As a Trust Officer at BMO Private Wealth, Ching specializes in the efficient and effective transfer of wealth through estate and trust administration, power of attorney services, and financial concierge programs. Ching has worked in the financial industry for 25 years, and has over 15 years of experience in Wealth and Estate planning. Ching manages estates with various complexities and is well equipped to recognize and plan against potential issues in estate administration.
Insurance Planning & Advisory
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
Nina has been in the business since 2005, joining BMO Estate Insurance Advisory Services in 2015. With an entrepreneurial background in running businesses since 2001, Nina knows not only what it takes to build and grow a business, but has also experienced firsthand the financial hardships that occur when a family member or business partner suffers from sickness or dies prematurely.
Nina will discuss your needs with your Investment Advisor and will develop an estate plan that complements your current financial situation and communicates your wishes for the future. She will show you how an insurance strategy can preserve or enhance your estate, provide protection and risk management solutions in the event of critical illness or disability, and look after your family in the event of your untimely death.
Indigenous Trust Services
Jamie Catterall, B.Sc., CFP
Director, Indigenous Trust Services
As Director of Indigenous Trust Services for Western Canada, Jamie is a collaborative team member and a creative thinker. He has a passion for building relationships with Indigenous communities and for providing superior customer service. His network extends into municipal, provincial and federal governments, professional Indigenous associations and professional resources.
Since joining BMO in 1988, Jamie has held many positions of increasing responsibility across various roles and lines of business. The majority of his career has been in Commercial Banking and Corporate Finance. Jamie first became engaged in the Indigenous market in 2003 while on Vancouver Island.