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    Felicia Chen
    CFP®, TEP, FCSI®, FMA

    Address

    2601 Granville Street
    201
    Vancouver, BC V6H 3H2

    Languages

      English, Mandarin, Taiwanese, Cantonese

    My Background

    Felicia is an accomplished wealth management professional with over 20 years of experience in the financial industry. She joined BMO as a Financial Planner in 2005 and later became a Private Wealth Consultant with BMO Private Banking in 2015. Felicia’s most recent role was Director of Wealth Solutions with BMO Private Wealth.

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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.