Our Team

Mike manages discretionary investment portfolios for over 150 high and ultra-high-net-worth families and institutions across Canada, the U.S., and Europe. Through a disciplined discovery process, he gains a deep understanding of each client’s unique investment goals and builds diversified, tax-efficient portfolios tailored to their individual needs.

Experience & Background
With nearly two decades of money management experience, Mike began his career at one of Canada’s largest wealth management institutions. He later joined a boutique investment management firm based in Bermuda and the Cayman Islands, where he served as an Investment Advisor. In this role, he helped a global client base achieve a wide range of private and institutional financial objectives.

What Sets Him Apart
Mike works closely with institutions, successful families, and First Nations communities to manage their hard-earned capital. In addition to portfolio management, he hosts educational seminars on financial topics relevant to the communities he serves. Financial education is a personal passion for Mike—he has volunteered with the United Way to help new Canadians learn the keys to financial success.

Mike lives in Surrey, British Columbia, with his wife Krystle, their son Markus, and their puppy Chance.

About Greg

With over 25 years of experience in the financial services industry, Greg Scott provides high-net-worth and ultra-high-net-worth clients with thoughtful, strategic advice tailored to their unique goals. His approach is rooted in deep expertise and a genuine commitment to helping affluent families, business owners, physicians, and real estate professionals build and preserve wealth across generations.

Experience & Background

Greg holds the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®) designations. He also earned a Bachelor of Commerce in Finance and Urban Land Economics from the University of British Columbia. His strong analytical background and planning-oriented mindset allow him to deliver comprehensive solutions that integrate investment management, banking, and lending.

Prior to joining BMO Private Wealth, Greg spent 17 years at a boutique investment firm specializing in advising physicians, where he served as Senior Portfolio Manager and Regional Head for Western and Eastern Canada. He has also held leadership roles at other major bank-owned investment firms.

What Sets Him Apart

Greg is known for his collaborative approach, working closely with BMO Private Wealth professionals to deliver holistic wealth planning. His experience as an advisor, mentor, and practice management coach gives him a unique perspective on client relationships—one that begins with understanding each client’s personal and professional journey.

Based in Port Moody, Greg enjoys an active lifestyle that includes marathon running, trail hiking, and travel. He and his wife Christy are proud parents of three adult children.

Kam provides professional investment management expertise and advice to help individuals, families, and institutional clients achieve their financial goals. He takes the time to gain a deep understanding of each client’s priorities, goals, and unique circumstances, designing and managing portfolios that reflect their values. He also works closely with clients to ensure their investment strategies remain aligned with evolving life stages.

Experience & Background

Kam brings over a decade of experience in the financial services industry. He began his career in finance with one of Canada’s largest banks, where he gained valuable expertise in investment management, lending, and business development. He joined BMO Private Investment Counsel in 2017 and has since continued to build on his strong foundation in wealth management. Kam holds a Master’s degree in Economics and the Chartered Financial Analyst (CFA) designation.

What Sets Him Apart

Using a holistic approach, Kam collaborates with colleagues across BMO Private Banking to design integrated solutions that help clients achieve their wealth goals. His deep understanding of various components of wealth management—including investment strategy, tax efficiency, and intergenerational planning—enables him to deliver tailored strategies that align with each client’s objectives.

Kam lives in Vancouver, BC with his wife Aygul and their two daughters, Olivia and Adele.