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Owen Lee
CFA, CAIA, DMS

Address

137 Ave 66 St
Edmonton, AB T5C 3C8

Languages

    English,Cantonese,Mandarin

My Background

My team and I provide personalized investment solutions and wealth planning advice to our clients. Our approach is customized based on clients' goals related to their retirement planning, business transition, insurance, trust and estate services. We are committed to provide an optimal client experience.

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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.