My Team

As a trusted advisor, Jessica manages a portfolio of wealthy individuals and families and provides integrated wealth management strategies and solutions covering the disciplines of banking, investment management, trust and planning.

With over 30 years of experience in banking, including more than 21 in Private Banking, Jessica has developed significant breadth and depth in serving high net worth individuals, as evidenced through Jessica winning the BMO Private Banking Platinum award, recognizing top client performance. Fluent in both English and Mandarin, Jessica is proud to serve clients in the GTA and beyond.

Jessica completed her undergraduate degree at Renmin University in Beijing in 1996. She then joined Bank of China Head Office as a financial analyst in the Asset & Liability Management Department. In 2003, Jessica graduated with her MBA from the Richard Ivey School of Business, while she concurrently achieved her CFA designation.

Jessica is married with three boys and enjoys spending time at her cottage on Stoney Lake with family and friends.

Andy is a dedicated professional helping people preserve and grow their wealth. With an expertise in Canadian income tax, Andy assists clients on business structures, succession and estate planning, owner- manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning strategies.

Drawing on public practice experience, he offers a depth of practical insight, as well as the unique ability to translate complex tax concepts into efficient strategies clients can easily comprehend.

Andy joined BMO Wealth Management in 2014, after filling progressively senior management roles in the domestic tax practice of Grant Thornton LLP, where he developed and implemented tax planning strategies for business owners and high net worth individuals.

Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator.

As a Director of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined the BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister.

Tim joined BMO Nesbitt Burns in 2007 after twelve years in various Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give personal guidance with estate planning and risk management needs.

Whether for a business organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan. Clients and their respective tax and legal advisors have come to trust and rely upon Tim's valuable knowledge and sound advice. An active Sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community.

Samuel has worked at BMO Financial Group since 2015 servicing affluent clients in the Forest Hill Village area of Toronto and later joined BMO Private Wealth in 2018. His current clientele represents a mix of business owners, entrepreneurs, and professionals who require quality advice, managed by an experienced team of financial professionals.

As a Private Banker, Samuel acts as a relationship manager for clients requiring a point of contact for those necessitating an in-depth knowledge of the ever-changing challenges of their financial lives. He takes action on what is important to drive exceptional outcomes for not just today, but for their tomorrow.

When Samuel is not at work, you will find him exploring the continents, enjoying some rounds on the golf course, or catching the latest highlights of Formula 1.

As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.

I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.

By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.

Over two decades of working experience at BMO. As a private banker, I'm dedicated to delivering personalized wealth management solutions to high net-worth individuals and families. Skilled in building long-term, trust-based relationships and collaborating with a multidisciplinary team of financial experts to provide comprehensive, holistic solutions. Passionate about empowering clients to achieve their financial goals while upholding the highest standards of integrity. Committed to fostering client confidence by delivering proactive communication and transparent guidance to achieve sustained financial growth and security. Aligned with BMO’s core values of integrity, diversity, and social responsibility, ensuring ethical practices and inclusive client service while contributing to a positive community impact.