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.

Ivy collaborates with BMO Private Wealth to assist clients to develop holistic wealth management plans. With over a decade of experience in public accounting, Ivy brings a wealth of experience in tax planning, estate strategies, and corporate structuring. She has worked closely with high-net-worth clients, business owners, and families to create tailored, tax-efficient solutions that support their long-term goals. Ivy specializes in tax minimization, estate planning, and intergenerational business transfers.