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Jessica Shi
CFA

Address

3985 Highway 7 East
Suite 302
Markham, ON L3R 2A2

Languages

    English, Mandarin

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.

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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.