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Sean Fang
MMA, CFA, CFP

Address

16775 Yonge Street
Suite 221
Newmarket, ON L3Y 8J4

Languages

    Mandarin, Cantonese, English

My Background

I have 15 years of industry experience, the past 10 of which have been at BMO Financial Group. Portfolio management supported by insightful research has been the foundation underpinning my recognized successes. I hold a Master of Management Degree in Accounting and Finance, Chartered Financial Analyst (CFA) Charter, and Certified Financial Planner (CFP) Designation.

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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.