Meet the Team

As a member of the BMO High Net Worth Wealth Planning team, Suki brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. She provides support and direction around complex issues such as retirement and income planning, tax planning, cash management, business succession, transition planning, estate and gift planning, and charitable giving.
 
Experience and background
Suki is originally from the UK where she completed her BA (Hon.) degree in Public Administration
and Managerial Studies. She moved to British Columbia in the mid 90s and lives in Richmond with her husband, three sons and dog Alfie. Suki has over twenty years experience in the financial services industry. Prior to working with BMO, she worked at several major Canadian banks in banking, financial planning and insurance advisory roles.
 
Suki brings a wealth of knowledge and experience to the wealth planning role. She has the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS™) and Registered Retirement Consultant (RRC®) designations, and is working towards the Trust and Estate Practitioner (TEP) designation. Suki is also a former recipient of the Leslie Dunstall Award for BC.

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.

Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.  

Vicki is an Estate Planning Consultant with BMO Private Wealth, where she supports clients through their estate planning process by providing tailored legal information and recommendations to meet their unique needs. She works closely with other specialists on the Wealth Planning Advisory team, including Tax Planning Consultants, Business Advisory Consultants, and Estate and Insurance Advisors, to devise comprehensive solutions for clients.

As a BC licensed lawyer and a member of the STEP Canada Society Of Trust And Estate Practitioners, Vicki is well-equipped to address a wide range of estate planning matters, including probate fee planning, trust establishment and business succession strategies. Before assuming her current role as Director of Estate Planning at BMO Private Wealth, Vicki practiced law at a boutique full-service law firm and served as Senior Trust Officer with BMO Trust Company. Her hands-on experience in trust and estate administration informs her estate planning approach, enabling her to identify and mitigate potential pitfalls in the estate planning process.

Vicki is fluent in Mandarin and conversant in Cantonese.

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 & 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 & business planning expertise to BMO Wealth Management.

As a wealth planning specialist, Angela works with relationship managers, investment counsellors, planners, and clients who are looking for expertise and guidance in managing their wealth. Angela provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Integral to her value-added approach, Angela helps every client understand and simplify their wealth complexities to make better financial decisions.

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.

As part of BMO Philanthropic Advisory Services, Karen is a specialist in philanthropic planning and execution, helping families develop and execute strategic plans aligned to their charitable giving priorities. The demand for strategic advice on philanthropy is growing. Increasingly, Canadians are
looking for guidance on how to make a meaningful and tax-efficient impact with their donations to causes that are important to them. When done strategically, this can have an immense impact on one’s financial well-being and, perhaps more importantly, the legacy left behind.

Karen joined BMO Private Wealth in 2011 as a High Net Worth Planner, following progressively senior roles in the financial services industry that specialized in wealth planning, marketing and communications, and business development. In these roles, Karen engaged clients in meaningful conversations about their family’s needs and desires, providing strategies to meet their goals in the
most tax-efficient manner possible, all within the framework of a comprehensive and holistic approach to wealth planning,

Joanna Ho is a Director with BMO Family Office Canada with a primary focus on western Canada.  Joanna brings her wealth of experience in providing institutional solutions to BMO Private Wealth & Canadian Commercial Banking clients across the country.

Through a career spanning over 20 years, Joanna has developed extensive international experience advising a diversified and extensive client base engaged in a broad range of cross border transactions with the aim to build & preserve their legacy through preservation, responsible growth, and ultimately smooth family transitions.

Prior to joining BMO, Joanna held various senior positions in major private banks in Asia.  She was the Head of Wealth Planning, Greater China & North Asia with the Bank of Singapore where she spearheaded the family office and wealth planning support group.  In her position as the Regional Head of Wealth Planning in Asia Pacific at HSBC Private Banking, she led a team of professionals assisting clients on their wealth structuring, asset protection, family office, and philanthropic planning. Her team received top awards and recognition for several consecutive years.

Joanna holds a Bachelor of Law from The University of London and a Bachelor of Commerce from The University of Calgary.  She is also a qualified CPA (Canada, the US and Hong Kong), a member of Society of Trust and Estate Practitioners (STEP) and holds an Advanced Certificate of Family Business Advising  from STEP.