Our Partners

Amy is a Chartered Accountant and a Wealth Planning specialist. Prior to joining BMO, Amy specialized in tax while working for one of the Big Four accounting firms supporting clients with their personal and corporate tax planning, compliance, tax reorganizations, business succession, as well as trust and estate planning needs. Amy provides in-depth tax knowledge to high net worth clients and their families with tailored wealth plans to help clients make informed financial decisions. She is proud to collaborate with a team of highly disciplined specialists as a trusted advisor.

Caitlin brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO Private Wealth professionals and their clients to develop
sound wealth management plans. Caitlin ensures a great client experience during the wealth planning process. She helps to identify and solve complex issues by providing strategies that are both appropriate for each client’s
unique situation and practical in execution.

Caitlin joined BMO Private Wealth in 2022, after 15 years in various roles in the BMO Personal Banking division. In 2015, Caitlin became a Financial Planner and obtained the Certified Financial Planner designation (CFP®), helping
clients including new immigrants, working professionals and business owners to achieve financial success. Drawing on extensive financial planning experience, she helps analyze tax planning, trust and estate, philanthropic planning and risk management. Caitlin articulates complex solutions effectively so clients can envision their future.

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.

With more than 10 years experience working in the trust and estate industry across multiple jurisdictions, Rhys is responsible for managing a portfolio of estates, trusts and powers of attorney. He provides clients and beneficiaries with professional administration services, where the application of technical knowledge and discretionary decision making are key components.

Vicki advises high net worth individuals and families on estate and trust planning as part of BMO Private Wealth’s integrated Wealth Planning team. She works closely with clients to develop tailored estate planning strategies that preserve wealth and facilitate the efficient transfer of assets across generations.

Called to the Bar as a lawyer in British Columbia and an accredited Trust and Estate Practitioner (TEP), Vicki advises on a wide range of estate planning matters, including probate fee planning, trust planning, business succession planning, and Will Variation claims. She collaborates with multi-disciplinary professionals to deliver comprehensive solutions tailored to clients’ unique needs and objectives.

Prior to joining BMO Private Wealth, Vicki practised law at a boutique full-service law firm and served as a Senior Trust Officer with a large national trust company. Her experience in trust and estate administration provides valuable insight into the practical challenges of estate implementation, enabling her to identify and address potential planning issues before they arise.

Vicki is fluent in Mandarin and conversant in Cantonese.