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    Irene Yan


    10803 - 23 Avenue
    Edmonton, AB T6J 7B5



    My Background

    As the lead of her team, Irene has over 28 years of extensive experience in portfolio management, financial and insurance planning. Irene is committed to understand each of our clients' needs, provide customized investment strategies and prudent advices to help our clients build, manage and protect their wealth.

    Irene holds several well-recognized professional designations including Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI). She is fluent in English, Cantonese and Mandarin.

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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.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.