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David Chan
BA,CIM

Address

3880 No 3 Road
Richmond, BC V6X 2C1

Languages

    English,Cantonese,Mandarin

My Background

David joined BMO Nesbitt Burns in year 2012, and with him brings 7 years of wealth management experience from a leading competitor firm. He holds a Bachelor of Arts degree with a major in Economics and a minor in Commerce from the University of British Columbia. David has also completed his Professional Financial Planning Course and Life and Accidental Insurance Agent. David speaks fluent English, Mandarin and Cantonese.David handles the wealth management needs of high net worth clients and families, partnering with the experienced specialist teams within BMO and his professional network in such areas as insurance, estate planning, banking, tax planning and immigration consulting. Through close and frequent communication, David identifies clients’ financial objectives and customizes their investment portfolios according to their financial plans.In his leisure, David enjoys traveling the world and scuba diving with his wife.

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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.