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

    Jack Yan
    PFP, TEP

    Address

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

    Languages

      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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