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.