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    BMO Specialist portrait image. Your local Private Wealth specialist in Markham, ON

    Jack Yan
    PFP, TEP


    3985 Highway 7 East
    Suite 3/F
    Markham, ON L3R 2A2


      English, Mandarin

    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.

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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.