BMO Private Wealth
595 Burrard St
PO Box 49500
Meet the Team
Jeannie Lee, CFA, BA (Economics)
Connect with me on LinkedIn
As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. I also work closely with businesses, endowments, foundations and not-for-profit organizations.
I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money.
Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions.
This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.
With over 20 years of experience in the investment and financial services industry, I joined BMO Private Wealth in 2019. My background includes roles within both the commercial banking and wealth management divisions of various Canadian financial institutions. I have an undergraduate degree in Economics from the University of British Colombia, and also hold the Chartered Financial Analyst (CFA) designation – I am a member of the CFA Society of Vancouver.
Fergus Wong, CFA, BBA
Fergus has been working in the investment industry since 2018. Fluent in Mandarin and Cantonese, Fergus assists with all aspects of customer service inquiries and general account management. Outside the office, Fergus can be found playing chess, computer games and volunteering at his local church. Fergus is a CFA Charter holder and proud graduate of Simon Fraser University.