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Jonathan Lin

Address

132 Trafalgar Road
Oakville, ON L6J3G5

Languages

    English,Mandarin

My Background

Jonathan specializes in financial and estate planning, investment portfolio management and a number of financials services to high net worth individuals, small business owners, institutions, select foundations, and endowments. Jonathan and his team build investment solutions which are customized to each client's needs.

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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.