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Clara Lum
CIM®

Address

885 West Georgia Street
Vancouver, BC V6C3E8

Languages

    English

My Background

Clara is an Associate Portfolio Manager, Chartered Investment Manager and Financial Planner. She started in the business in 1993 and joined Richard's team over ten year ago. Clara currently assists in managing your portfolio, financial planning and client services. She is available to answer questions regarding markets, or to discuss your financial and estate planning goals. She enjoys spending time with her husband, Brian, and keeps active around town running along the sea wall, hiking, sailing and sharing healthy eating recipes.

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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.