Maya Patrie

Investment Counsellor

Tel: 780-408-0517

Address

BMO Private Wealth
10175 101 St NW
20th Floor
Edmonton, AB
T5J 0H3
Map

Contact Me

Our Partner

Our Team

Client Experience

Selina Chan, BA 
Portfolio Assistant

An action-oriented individual who enjoys working hard and getting things done quickly, Selina is an integral part of my team. Behind the scenes, she handles all of our administration and operational matters, keeps me organized, prepares information for client meetings and annual reviews, gathers and formats data into reports and dashboards, and collaborates with our partners and branch staff. She understands that time is important in the financial industry, especially when markets are volatile.
 
Selina is always available to answer enquiries, manages requests according to established policies and procedures, and ensures our clients’ needs are met and their expectations are exceeded. She began working with BMO as a Financial Services Manager in 2013 and joined BMO Private Banking in 2019. Previously, she worked at a travel agency as an Accountant’s Assistant for three years. Selina holds a bachelor’s degree in Economics from the University of Saskatchewan. She has completed the Investment Funds in Canada (IFIC) exam, passed the Canadian Securities Institute’s Financial Planning 1 and 2 exams, and has completed the Canadian Securities Course. Selina speaks fluent Mandarin. After work, she enjoys spending time with her husband, two young daughters and Labrador retriever.

Private Banking and Customized Lending

Christine Miller 
Senior Private Banker 

As a Private Banker at BMO Private Wealth, Christine advises Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.

Christine joined BMO Private Wealth in 2019 and has over 20 years of banking and borrowing experience. She graduated from Lakeland College with honors attaining a diploma in Financial Planning & Accounting. She has completed the PFP and Advanced Retirement Management Strategies through the Canadian Securities Institute.

Bryan Bachman, B.Comm
Senior Private Banker

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.

Business Transition Planning

Kimiko Comeau, CFA 
Director, Business Advisory & Succession Planning

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.

Comprehensive Financial Planning

Mo Zhou, FMA, CIM
Director Wealth Planning, BMO Wealth Planning

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.

Estate and Trust Administration

Manisha Sharma
Trust Officer

As a Trust Officer with BMO Private Wealth, Manisha Sharma specializes in handling the administration of complex estate and  personal trust accounts. Manisha has an extensive background specializing in Wills, Trusts, Estates and Power of Attorneys. The opportunity to work in the Estate and Trust department aligns very well to her desire to help families and individuals through times of transition. Manisha has built strong relationships with BMO Trust clients by focusing on the needs of clients. With over 5 years of experience settling and handling estates and trusts, Manisha brings extensive knowledge of the court system, probate processes and estate tax filings.
 
Manisha believes in continued growth and development. Currently, she is working to obtain a Trust and Estate Practitioner designation that is recognized worldwide. Manisha is also a member of the Estate Planning Council of Edmonton and the Society of Trust and Estate Practitioners.