Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
800 Manulife Place
10180 - 101 Street
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.
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 I have 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.
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.