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Jin Zhou
MBA, CFA

Address

1501 McGill College Avenue
Suite 3200
Montreal, QC H3A 3M8

Languages

    English,Mandarin

My Background

An MBA graduate from McGill (2002) and CFA Charterholder (2006), Jin brings his decade long experience and expertise in financial planning and investment management to help you achieve your financial goals. He firmly believes that client's interests are best served by taking a fully diversified portfolio approach to investing. He works closely with clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels.

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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.