Mike Gill, CFA
Director & Senior Investment Counsellor
BMO Private Wealth
595 Burrard St
PO Box 49500
Holly Castle, CPA, CA, TEP
Director, Tax Planning
Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving, creating tailored solutions for a diverse group of clients.
Richard Langford, LL.B., TEP, CFP
Director, Estate Planning
Richard works with clients and their families to develop effective estate plans for the management and orderly transfer of wealth to the chosen beneficiaries according to their individual needs and circumstances while minimizing and deferring taxes and transfer costs.
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.
Myen Lim, CPA, CA, CFP, FEA
Estate and Insurance Advisor
My approach to developing customized and actionable insurance recommendations always starts with the client. My clients include sophisticated individuals, professionals, business owners, and families who have achieved a level of success and need help to protect and grow their wealth in ways that will align with their future vision.
In addition to insurance, I bring to the table knowledge and expertise in wealth, tax and estate planning in my former roles as a tax and estate planning specialist in the accounting profession and as a BMO planning advisor in the ultra high net worth wealth management space.
Sarah Kwon, CPA (WA), CFA
Director, Wealth Planning
Sarah is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.
Sarah joined BMO Wealth Management in 2019. Prior to this role, she was a tax manager at Smythe, specializing in cross border planning for privately owned businesses and high net worth individuals. Sarah has experience with a wide variety of tax issues including personal, corporate, trust, and cross border tax.
Kam Aliyev, MA, CFA
As a Portfolio Associate, Kam is responsible for setting up new accounts, monitoring client portfolios daily, as well as executing timely and accurate trade orders.
Kam began his career in finance with one of Canada’s largest Banks where he gained valuable skills and experience in investment management, lending and business expansion. He then joined BMO Private Investment Council in 2017.
Kam holds a Master’s degree in Economics and the Chartered Financial Analyst (CFA) designation. He is an active member of the CFA Vancouver Society.
In his spare time, Kam enjoys spending time with his family & friends. He loves travelling, hiking and exploring new places around the world. Kam is also a diehard Fantasy Football fan, and loves spending time on the squash court.