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BMO Specialist portrait image. Your local Private Wealth specialist in Vancouver, BC

Felicia Chen

Address

2601 Granville St
2nd Floor
Vancouver, BC V6H 3H2

Languages

    English,Mandarin

My Background

I bring professional expertise and advice to help affluent individuals and their families simplify the complexities that come with wealth and enjoy its opportunities and benefits. As their Private Wealth Consultant, I build lasting relationships with clients by getting to know what matters most to them and their priorities regarding family, work, lifestyle and money. I then engage a diverse team of BMO Private Wealth wealth management professionals to collaborate and advise on an array of solutions that reflects each client’s values and priorities. From banking and investment management to estate and trust services and wealth planning, we create a customized and flexible wealth plan that is right for them. Over the lifespan of the relationship, this plan is constantly adjusted to both external conditions and to life transitions. This approach gives clients confidence in knowing that a team of skilled professionals are focused and working together for their interests and financial success.

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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.