Gary Ko

Senior Wealth Planning Consultant (High-net-worth) @Bmo Private Wealth

Calgary, AB, CA

Focused on providing holistic financial planning and strategic guidance to clients with a minimum of $5M in assets under management. One of Four Senior Wealth Planning Consultants in the Calgary BMO Private Wealth Market translating complex financial concepts into actionable strategies that strengthen client relationships and contribute to business growth. Responsibilities:• Provide advanced wealth planning and financial advisory services for High-Net-Worth (HNW) to Ultra-High-Net-Worth (UHNW) clients, ensuring comprehensive strategies for tax, estate, and succession planning. • Collaborate closely with Investment Counsellors, Investment Advisors, Accountants, Insurance Specialists and Estate Lawyers to develop and deliver holistic wealth plans, enhancing client engagement and asset retention. • Lead client discovery meetings to identify financial goals, analyze complex financial scenarios, and present tailored wealth strategies. • Construct and deliver detailed financial plans leveraging planning software (Voyant), integrating investment, tax, and estate planning considerations. • Drive business growth and AUM consolidation by coaching Investment Advisors on wealth strategies, increasing client share of wallet, and expanding market penetration. • Conduct public speaking engagements, training, and sales campaigns to educate investment professionals on financial planning best practices and product solutions. • Support firm-wide strategic initiatives by identifying market trends, developing thought leadership content, and contributing to national business development efforts. • Maintain strict regulatory compliance with all financial planning, banking, and investment policies, ensuring adherence to legal and ethical standards.

Northern Alberta Institute of Technology / NAIT

Business

Northern Alberta Institute of Technology / NAIT

Financial Planning Certificate