Lei Hu

Address

4954 Richard Road SW
Calgary, AB T3E 6L1

Languages

English, Mandarin

My Background

Lei is a seasoned professional in the financial industry, having embarked on her journey right after graduating from university in 2009. She discovered her true passion early on, realizing that assisting clients with their financial inquiries and helping them achieve their goals was where she truly thrived.

In 2019, Lei joined BMO Nesbitt Burns, bringing with her a decade of experience in the financial industry. Prior to joining BMO, she worked as a financial advisor at CIBC Imperial Service. Lei holds a Professional Financial Planning (PFP) designation and is licensed for Life, Accident, and Sickness Insurance, further bolstering her ability to provide exceptional client service and tailored advice. With a background that spans both retail banking and private wealth, Lei is well-equipped to deliver personalized guidance and support to our clients. She is fluent in both English and Mandarin, enabling her to connect with a diverse range of individuals.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

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