Zaheer Muscatwalla

Private Banker

Tel: 604-678-8807
Tel: 604-790-0746

Address

BMO Private Wealth
595 Burrard Street
9th Floor
PO Box 49500
Vancouver, BC
V7X 1L7
Map

Contact Me

Our Partner

Our Partners

Nicco Bautista, L.L.B., M.A. 
Director, Estate Planning

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. 

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.

Valerie Chan, CPA, CA, CPA 
Director, Wealth Planning, BMO Wealth Planning

Valerie 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.