Jeannie Lee

Senior Investment Counsellor & Portfolio Manager

Tel: 604-665-3618

Address

BMO Private Wealth
595 Burrard Street
9th Floor
PO Box 49500
Vancouver, BC
V7X 1L7
Map

Contact Me

Our Team

Our Team

 

Jeannie Lee, CFA
Senior Investment Counsellor & Portfolio Manager

Tel: 604-665-3618
Email: jeannie.lee@bmo.com
Connect with me on LinkedIn
 

 

Mijie Mun, CIM
Portfolio Assistant 

Tel: 604-235-4269
Email: mijie.mun@bmo.com

 

Our Partners

Sue Noorloos
Director, Estate Planning, BMO Private Wealth

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.

Valerie Chan, CPA, CA, CPA 
Director, Wealth Planning, BMO Wealth Planning

Valerie is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations. 

Jamie Wilson
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.