Ian Whitsitt, CFA
Senior Investment Counsellor & Portfolio Manager
Roy Tanner
Portfolio Associate
Wealth Planning
Kirk O'Brien, CPA, CMA, MBA, TEP, CFP
Director, Wealth & Tax Planning Ultra-High Net Worth
Kirk advises ultra‑high net worth clients, families and business owners on comprehensive wealth planning, including family wealth preservation, business succession, tax, trust & estate, philanthropic and cross‑border planning. Drawing on over 35 years extensive experience, Kirk helps clients articulate objectives for their wealth. He focuses on discovering to create value by helping identify issues and narrow scope on customized planning solutions. Kirk has an MBA from Dalhousie University, is a Chartered Professional Accountant (CPA, CMA), Certified Financial Planner (CFP), Trust & Estate Practitioner (TEP) and Family Enterprise Advisor (FEA). Kirk is married with two adult children. With deep roots in Newfoundland and having grown‑up and worked in St. John’s, he is frequently home to meet clients and visit family and friends.
Michael Bacon, CFP
Senior Wealth Planning Consultant
Michael Bacon works with affluent individuals, families, entrepreneurs, and professionals to design and implement comprehensive financial strategies. His expertise covers retirement planning, tax and estate considerations, succession planning, and philanthropic giving, all tailored to each client’s unique circumstances.
With more than two decades of experience in banking, investments, and financial planning, Michael brings a thoughtful and solutions-oriented approach to even the most complex situations. Since joining BMO Private Wealth in 2007, he has focused on building lasting client relationships through clear communication, careful listening, and practical guidance. By collaborating with a network of specialized colleagues, he ensures clients benefit from coordinated strategies that address their full financial picture.
A long-time resident of Victoria, BC, Michael is deeply connected to the community he serves. Away from the office, he enjoys spending time with loved ones and exploring Vancouver Island’s natural beauty.
Private Banker
Fraser Stamp-Vincent, CPA, CGA
Private Banker
Fraser Stamp-Vincent advises high net worth individuals and their families, including business owners, executives, and professionals by structuring, customizing, and articulating complex wealth management strategies.
With over 24 years of experience in Corporate Finance and accounting, Fraser excels in curating holistic solutions in commercial and personal lending, cross-border banking, and every-day banking matters. Working closely with his team of dedicated professionals, he provides reliable, personalized service to foster authentic and enduring relationships. Fraser's clients benefit from seamless connections across BMO's broad network, including expertise in investment management, wealth planning, and family enterprise services.
Having grown up in beautiful Victoria, BC, and attaining his B.Com degree from the Gustavson School of Business at UVIC, Fraser's roots are deeply embedded in Vancouver Island. Living a family-oriented lifestyle, he is the proud father of two boys, and spends his time engaging in their team sports, going on hikes, and retreating to their family cabin on Kemp Lake.
Estate and Insurance
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.