Address595 Burrard Street
Vancouver, BC V7K 1L3
My BackgroundJeannie 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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