About Me

Frank (Han) Zhuang is a Developing Investment Counsellor with BMO Private Wealth, responsible for all aspects of discretionary investment management, from designing, monitoring, managing, and rebalancing portfolios. Frank works closely with external specialists and internal partners so that clients’ dynamic and ever-evolving needs can be served well. 

 

Frank has held progressive roles at BMO Private Wealth, including acting as a secondary relationship manager for a very large and complex book of clients. Working closely with a Senior Investment Counsellor & Portfolio Manager Frank gained in-depth exposure and knowledge of unique wealth management needs for high-net-worth and ultra-high-net-worth relationships.  Frank joined BMO Commercial Banking first in late 2010.  With combined experience in commercial and private wealth, he understands the strategic and practical significance of prudent investment management, particularly for business owners.

 

Frank enjoys making new connections and feels proud of what BMO can offer through its people-focused, collaboration-based and purpose-driven financial ecosystem.  He is an active member of Burnaby Board of Trade and sits on its Pacific Gateway Committee, passionately engaging in planning multicultural business connection events to bring communities together.

 

Frank received a Bachelor of Business Administration in Accounting and Finance from Beedie School of Business at Simon Fraser University. He is a CFA charterholder and a member of the CFA Society of Vancouver.  In addition to English, Frank speaks Mandarin fluently too.