Kristen Wong
Trust Officer
As a Trust Officer with BMO Trust Company on Vancouver Island, Kristen works closely with clients, families, advisors, and beneficiaries to deliver personalized estate and trust administration services. She is dedicated to helping clients navigate complex estate matters with professionalism, empathy, and attention to detail, ensuring that each engagement is managed with care and integrity.
Kristen has experience administering a broad range of estates and trusts and takes pride in building trusted relationships with clients, and other professional advisors. She provides guidance throughout the administration process, helping to simplify complex situations while ensuring that fiduciary obligations are fulfilled and client objectives are achieved.
By taking a proactive and collaborative approach, Kristen helps coordinate estate and trust settlements, supports vulnerable clients and beneficiaries, and works alongside professional partners to address the unique needs of each family. Her focus is on delivering thoughtful solutions, responsive service, and peace of mind throughout every stage of the estate and trust administration journey.