Jack Yan
PFP, TEP

My Background

As a Private Banker at BMO for over nine years, I provide comprehensive wealth management solutions to high-net-worth clients. I hold the Personal Financial Planner (PFP) and the STEP Diploma for Canada credentials, which demonstrate my expertise and commitment to the field of wealth management. I also have a background in computer programming and analysis, which gives me an edge in leveraging technology and data to deliver optimal results for my clients. I have a strong track record of building and maintaining long-term relationships with my clients, as well as collaborating with internal and external partners to provide holistic and customized advice. I am passionate about helping my clients achieve their financial goals and objectives, while also aligning with BMO's values of integrity, diversity, and social responsibility.