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Bessie Tam

Address

3985 Highway 7 East
Markham, ON L3R 2A2

Languages

    English,Cantonese

My Background

My goal is to develop a long-lasting working partnership with you and your family.  Managing your wealth involves more than simply overseeing your investments. It requires an appreciation of your unique needs and an in-depth understanding of your goals and values. Together, we will customize a wealth management approach designed to help protect your current and future lifestyle through retirement income planning, tax efficiency, cash management, estate planning, succession planning, transition planning and philanthropy.

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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.