Jessica Shi
CFA

My Background

As a trusted advisor, Jessica manages a portfolio of wealthy individuals and families and provides integrated wealth management strategies and solutions covering the disciplines of banking, investment management, trust and planning. With over 25 years of experience in banking, including 17 in Private Banking, Jessica has developed significant breadth and depth in serving high net worth individuals, as evidenced through Jessica winning the BMO Private Banking Platinum award, recognizing top client performance. Jessica completed her undergraduate degree at Renmin University in Beijing in 1996. She then joined Bank of China Head Office as a financial analyst in the Asset & Liability Management Department. In 2003 Jessica graduated with her MBA from the Richard Ivey School of Business, while she concurrently achieved her CFA designation. Jessica is married with three young boys and enjoys spending time at her cottage on Stoney Lake with family and friends.