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.

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.

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.

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.

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.

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. 

My professional experience in the financial services industry is completely comprised of Commercial Banking. Over the last 7 years, I have developed my skills and understanding of diversified financing in the mid-market which when paired with strong personal skills and a devotion to client satisfaction results in a highly beneficial relationship for all parties. My clients have come to expect a certain level of service which I have provided over the years and this is an important value add which I provide. Along with my commercial lending experience I am also working towards my Chartered Financial Analyst Level III exam which highlights financial analysis and portfolio management. By no means does this make me an expert in these fields but instead provides me the right tools to bring the right people to the right tables.