James Yip is a dedicated wealth professional and has 16 years of experience advising affluent families. With a personalized approach, he focuses on building trust with his clients and is known for establishing strong client relationships.
James joined BMO Private Wealth in 2024 after working at BMO Financial Group as a Senior Banker. James holds a BA – Financial Planning from Seneca College. He has a strong passion for helping people achieve their financial goals and speaks fluent Chinese.
In his personal time, James volunteers at his local Chamber of Commerce chapter. James’ personal priorities are his wife, their 2 daughters and enjoys cooking and is a baseball enthusiast.