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Steve Sun


885 West Georgia Street
17th Floor
Vancouver, BC V6C3E8



My Background

Over the last 24 years, Steve has developed a reputation as a highly trusted Investment Advisor in the industry. Prior to joining BMO Nesbitt Burns, Steve was an Investment Advisor for two major bank owned asset management and securities firms. Steve specializes in providing personalized investment solutions for high net worth clients. Steve was born and raised in Shanghai, China. After completing his studies in the prestigious Shanghai International Studies University, he obtained his business degree from the University of Wisconsin. Steve came to Vancouver in 1993 and graduated with an MBA in Finance from Simon Fraser University. He enjoys golf and traveling with his wife and two sons.

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