Our Team
Nicco Bautista BA Hons, JD, MPP
Principal, Chief Legal Officer
Nicco Bautista is the Principal and Chief Legal Officer of Everest Advisory. He is a senior estate and trust lawyer who advises families, business owners, charities, and international clients on complex estate, trust, and succession matters. He is also the principal of Lumina Law Corporation, where he has built a practice focused on thoughtful planning, practical administration, and sensitive family transitions.
Nicco brings a rare combination of legal, fiduciary, and financial experience to his work. Across roles in Singapore, Malaysia, and Vancouver, he has advised in relation to approximately $7.5 billion in assets under management and transactions totaling approximately $750 million.
His background also includes senior-level experience at one of Canada's largest national banks, and serving as a General Partner on several real estate private equity firms, which deepened his understanding of lending, risk, and financial structuring.
Clients value Nicco for his judgment, clarity, and ability to guide both straightforward and highly complex matters with confidence. His cross-border perspective, finance background, and experience working with clients from diverse cultural and professional backgrounds allow him to deliver advice that is both technically strong and grounded in real-world family and business dynamics.
Languages: English, Mandarin, Taiwanese (Hokkien), Tagalog (Filipino); background in French and Spanish.
Jurisdictions of Family Offices Assisted: Canada, UK, Singapore, Hong Kong, Taiwan, Malaysia, Barbados, and Liechtenstein.
Manny Sham BA
Trust and Estate Consultant
Manny is a Trust and Estate Consultant at Everest Advisory, where he works closely with individuals, families, and advisory partners to provide thoughtful guidance on Will and estate planning, trust administration, and wealth transfer strategies. He meets with clients to understand their unique circumstances and long-term wishes, helping to ensure that the right structures are in place — and that those structures are clearly understood by everyone involved. Manny works alongside executors, trustees, and attorneys, and regularly liaises with private investment advisors and referral partners to deliver a coordinated, client-centered experience. His clients range from high-net-worth individuals and families to those navigating cross-border considerations and charitable giving — and he approaches each relationship with the same level of care, clarity, and commitment.
With nearly two decades across the financial services industry, Manny has held roles spanning business development, operations leadership, change management, and client strategy. This breadth has given him a strong understanding of how financial institutions operate and how to bridge that world with the real and often deeply personal needs of the clients they serve. His experience working closely alongside private investment advisors and high-net-worth clients has made him highly attuned to the expectations, sensitivities, and long-term priorities that come with significant wealth and legacy planning.
Manny has also been an active community contributor, including serving as a Director of the Chinese Business Association in Toronto — an experience that deepened his appreciation for the distinct needs of diverse communities and reinforced his belief that trust is built through genuine connection, cultural understanding, and consistent follow-through.
Clients and partners find in Manny a steady, knowledgeable, and approachable presence — someone who understands both the technical landscape and the human side of every matter he touches.
Languages: English, Cantonese
Rae Miranda FF 1 & 2, Hazmat Ops, IFSAC Seals
Director of Operations and People
Rae is the Director of Operations and People at Everest Advisory. He oversees internal operations, team support, and process development, with a focus on building systems that allow the firm to deliver consistent, dependable, and high-quality service.
Rae brings significant leadership and management experience from global financial institutions, including Bank of America, where he led high-performing teams and was recognized for his leadership. He is known for a people-first management style and for helping organizations strengthen performance through clear processes, accountability, and thoughtful team development.
Languages: English
Leon Cheng BA Political Science, LAA Cert.
Trust Administrator
Leon is a Trust Administrator at Everest Advisory, where he leads trust and estate administration with a strong focus on real estate transactions, operating companies, and dependable client communication. He works closely with families, property managers, realtors, and advisory teams to help ensure matters are handled efficiently and with care.
Before joining Everest Advisory, Leon built experience across real estate management and the legal industry, including family law, civil litigation, trust and estate planning. His unique background and language capabilities help Everest serve clients from a wide range of communities with clarity, sensitivity, and practical support.
Languages: English, Mandarin, conversational Cantonese
Jurisdictions of Family Offices Assisted: China, Hong Kong, Taiwan
Charlie Jin CMPP, PDip, BJust
Trust Administrator
Charlie Jin is a Trust Administrator at Everest Advisory, supporting families, private clients, executors, trustees, attorneys, and professional advisors in the administration of trusts, estates, and Power of Attorney matters. His work focuses on matters that require discretion, structure, careful documentation, and dependable follow-through.
Charlie assists with family trusts, Joint Spousal Trusts, Alter Ego Trusts, and estate administration files involving frozen assets, unavailable or overwhelmed executors, complex family circumstances, and post-death administrative requirements. He also supports Power of Attorney-related matters by assisting with fraud prevention, minimizing unnecessary financial loss, budget planning, financial record organization, and coordination with financial institutions, accountants, legal counsel, and other professional advisors.
With a background in corporate legal management, hospitality, and client service, Charlie brings a disciplined, practical, and client-focused approach to complex administrative files. He helps organize information, track procedural steps, coordinate communications, and support clients and advisors in moving matters forward in an orderly and practical manner.
Guided by Everest Advisory’s commitment to preserving wealth, honouring wishes, and protecting legacy, Charlie supports clients through trust, estate, and Power of Attorney matters with professionalism, sensitivity, and confidence
Languages: English, Korean
Jurisdictions of Family Offices Assisted: Korea
Pamela Velasquez BBA, BS Pharm, AB Comm
Trust Administrator
Pamela is a Trust Administrator at Everest Advisory, where she supports clients, families, and professional advisors through the trust and estate administration process. She is committed to providing responsive, compassionate, and detail-oriented service during what can often be a complex and emotional time. With a thoughtful and organized approach, Pamela assists with file management, client communications, document coordination, and the day-to-day administration of trusts and estates, helping ensure matters are handled efficiently and with care.
Drawing from a multidisciplinary educational background in pharmacy, media, and business administration, Pamela brings a unique combination of analytical thinking, communication skills, and operational knowledge to her role. Her diverse experience has strengthened her ability to adapt to different situations, manage competing priorities, and approach challenges with both professionalism and empathy. She values building positive relationships with clients and takes pride in explaining processes clearly, providing timely support, and helping individuals feel informed and confident throughout the administration process.
Known for her strong attention to detail and client-focused mindset, Pamela is dedicated to delivering a high standard of service while helping families navigate important personal and financial matters with clarity and peace of mind.
Languages: English, Tagalog, Kapampangan
Yujin Lee BA
Summer Legal Intern
Yujin is a Summer Legal Intern at Everest Advisory. She is a 2L at the Peter A. Allard School of Law at the University of British Columbia. As a Summer Legal Intern, she assists with preparing pre-signing documents, conducting legal research, drafting legal documents, and attending client meetings, while learning about trusts and estate planning.
Through this internship, she hopes to gain practical, hands-on exposure to legal practice, particularly in trusts and estate planning, while developing a deeper understanding of client relations and law firm operations.
Languages: English, Korean
Pratishtha Mohan B.Sc, M.Sc (Mathematics)
Manager, Technology and Operations
Pratishtha is the Manager, Technology and Operations at Everest Advisory. She supports the firm’s internal systems, digital presence, and workflow infrastructure, helping ensure that client service is backed by efficient and reliable operational processes.
Her role focuses on improving how the firm works behind the scenes, from maintaining administrative systems to supporting streamlined communication, file flow, and day-to-day coordination. Pratishtha’s work helps create a more organized and responsive experience for clients and strengthens the advisory team’s ability to deliver consistent service.
Languages: English, Hindi
Leorizza Liang
Manager, Trust and Estate Accounts
Leorizza is the Accounts Manager at Everest Advisory. She supports the financial administration of client trusts, estates, and firm accounts with a strong emphasis on accuracy, accountability, and clear reporting.
Her work includes overseeing record-keeping, financial tracking, and account administration in a way that supports both regulatory compliance and sound internal controls. Leorizza’s careful approach provides clients and colleagues with confidence that financial information is being managed with precision and transparency.
Languages: English, Tagalog
Jaypee Lobaton
Client and Administrative Coordinator
Jaypee is the Client and Administrative Coordinator at Everest Advisory. He supports the firm’s daily operations through careful document preparation, file organization, and administrative coordination, helping ensure that each matter progresses in a timely and orderly way.
Known for his attention to detail and consistency, Jaypee plays an important role in maintaining the quality and reliability of the firm’s internal processes. His work provides essential support to the trust, legal, and operations teams while helping create a seamless and professional client experience.
Languages: English, Tagalog, Illocano