Jessica Kong, CFA
Jessica is an Investment Counsellor on the Private Banking team in Vancouver, BC. She collaborates with bankers and a team of specialized planners to help clients make important investment decisions that lead to long-term financial success. Recognizing the unique challenges each client faces and understanding the important role that human emotions play in the decision-making process, Jessica believes that having a contrarian mindset, disciplined investment approach as well as consistency in execution are keys to successful investing.
Jessica is a CFA charterholder and Discretionary Portfolio Manager in British Columbia and Ontario. Joining BMO in 2011, Jessica possesses extensive experience across a broad spectrum of wealth management services including retail, full-service brokerage and investment management, working both at a national level and in local sales teams. Jessica is frequently recognized by her clients, colleagues and senior leadership team for her leadership and outstanding service and support provided for the benefit of Private Banking clients. She is a BMO Platinum Award recipient and multi-time BMO Beam and Spotlight Award Recipient. Outside of BMO, Jessica is involved with Junior Achievement Canada where she inspires and prepares young people for success in their higher education and career. Jessica is a member of the CFA Institute, CFA Society Vancouver and Women in Capital Markets. Click here to read Jessica's biography in Simplified Chinese.
Nicco Bautista, LL.B, MA
Director, Estate Planning, BMO Private Wealth
Nicco works with clients and other members of the BMO Wealth Planning Team to prepare estate plans for clients. These plans often include wills and trusts, after considering business and tax planning, estate and family law litigation exposure, and other complex issues which may be unique to the client, such as charitable giving and planning for family members with special needs.
Nicco has experience working with clients' key advisors and family office members. Together, Nicco can help with the creation or refinement of a comprehensive estate plan that helps families achieve their goals across different generational and cultural philosophies.
Angela Yiu, CFP, CIWM, FMA
Director, Wealth Planning, BMO Wealth Planning
As a wealth planning specialist, Angela works with relationship managers, investment counsellors, planners, and clients who are looking for expertise and guidance in managing their wealth. Angela provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Integral to her value-added approach, Angela helps every client understand and simplify their wealth complexities to make better financial decisions.
Phil Haines, CPA, CA
Director, Tax Planning, BMO Wealth Planning
Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.