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Jeannie Lee

Address

595 Burrard Street
Vancouver, BC V7X 1L7

Languages

    English,Cantonese

My Background

Jeannie Lee brings over 20 of years of experience in the investment and financial services industry to her role as an Investment Counsellor with BMO Private Investment Counsel. Her background includes extensive experience in commercial banking and wealth management with another major Canadian financial institution, where she was an Associate Director with Real Estate Construction Finance, as well as an Investment Counsellor with Wealth Management. As an Investment Counsellor with BMO Private Investment Counsel, she provides discretionary investment management services for high-net-worth individuals, families, businesses, endowments and foundations and not-for-profit organizations. Jeannie holds an Economics degree from the University of British Columbia. She also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Vancouver.

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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.