Kirk O'Brien
 

Kirk O'Brien, CPA, CMA, MBA, TEP, CFP

Director, Wealth & Tax Planning, Ultra-High Net Worth

Kirk advises ultra‑high net worth clients, families and business owners on comprehensive wealth planning, including family wealth preservation, business succession, tax, trust & estate, philanthropic and cross‑border planning. Drawing on over 35 years extensive experience, Kirk helps clients articulate objectives for their wealth. He focuses on discovering to create value by helping identify issues and narrow scope on customized planning solutions. Kirk has an MBA from Dalhousie University, is a Chartered Professional Accountant (CPA, CMA), Certified Financial Planner (CFP), Trust & Estate Practitioner (TEP) and Family Enterprise Advisor (FEA). Kirk is married with two adult children. With deep roots in Newfoundland and having grown‑up and worked in St. John’s, he is frequently home to meet clients and visit family and friends.

 

 

Michael Bacon
 

Michael Bacon, CFP

Senior Wealth Planning Consultant

Michael Bacon works with affluent individuals, families, entrepreneurs, and professionals to design and implement comprehensive financial strategies. His expertise covers retirement planning, tax and estate considerations, succession planning, and philanthropic giving, all tailored to each client’s unique circumstances.
With more than two decades of experience in banking, investments, and financial planning, Michael brings a thoughtful and solutions-oriented approach to even the most complex situations. Since joining BMO Private Wealth in 2007, he has focused on building lasting client relationships through clear communication, careful listening, and practical guidance. By collaborating with a network of specialized colleagues, he ensures clients benefit from coordinated strategies that address their full financial picture.
A long-time resident of Victoria, BC, Michael is deeply connected to the community he serves. Away from the office, he enjoys spending time with loved ones and exploring Vancouver Island’s natural beauty.

 

 

Amy Wang
 

Amy Wang, CPA, CA, CFP, TEP

Wealth Planning Consultant, BMO Wealth Planning

I began my career in public accounting in 2010, earning my Chartered Accountant designation and developing deep expertise in tax planning and compliance. I later progressed to a Senior Tax Manager role at KPMG, where I worked closely with clients on personal and corporate tax planning, reorganizations, business succession strategies, and trust and estate matters. Today, I bring this technical foundation into a wealth planning context — proactively identifying planning opportunities and delivering integrated, forward‑looking solutions for complex client situations.
With a strong foundation in tax and public accounting, I help individuals, families, and business owners navigate complex financial situations with confidence and clarity. My role is to translate technical detail into practical insight, so clients can make informed decisions at every stage of their lives.
My approach is thoughtful, analytical, and collaborative. By working closely with my BMO Private Wealth colleagues across banking, investment, trust, and insurance disciplines, I help deliver coordinated strategies that align tax efficiency with long‑term goals.