Selina Chan
Portfolio Associate
Private Banking and Customized Lending
Christine Miller
Private Banker
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.
Bryan Bachman, B.Comm.
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 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.
Comprehensive Financial Planning
Mo Zhou, M.Sc., CFA, CFP
Director of 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, BMO Trust Company
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.