About Me

As a trusted advisor, Jessica manages a portfolio of wealthy individuals and families and provides integrated wealth management strategies and solutions covering the disciplines of banking, investment management, trust and planning.

With over 25 years of experience in banking, including 17 in Private Banking, Jessica has developed significant breadth and depth in serving high net worth individuals, as evidenced through Jessica winning the BMO Private Banking Platinum award, recognizing top client performance. Fluent in both English and Mandarin, Jessica is proud to serve clients in the GTA and beyond.

Jessica completed her undergraduate degree at Renmin University in Beijing in 1996. She then joined Bank of China Head Office as a financial analyst in the Asset & Liability Management Department.In 2003, Jessica graduated with her MBA from the Richard Ivey School of Business, while she concurrently achieved her CFA designation.

Jessica is married with three young boys and enjoys spending time at her cottage on Stoney Lake with family and friends.

作为一名值得信赖的顾问，Jessica 管理着由高净值个人及家族组成的客户组合，并提供综合性的财富管理策略与解决方案，涵盖银行业务、投资管理、信托及规划等多个领域。 
Jessica 拥有超过25年的银行业经验，其中17年专注于私人银行领域，她在服务高净值客户方面积累了深厚而广泛的专业能力。这一点也体现在她曾荣获 BMO 私人银行白金奖，该奖项旨在表彰顶尖的客户业绩表现。Jessica 精通英语和普通话，致力于为 GTA 地区及更广泛区域的客户提供服务，并引以为豪。 
Jessica 于1996年毕业于中国人民大学并获得本科学位。随后，她加入了中国银行总行，担任资产负债管理部门的金融分析师。2003年，Jessica 在毅伟商学院获得工商管理硕士学位，同时也取得了特许金融分析师（CFA）资格认证。 
Jessica 有三个年幼的儿子，她喜欢与家人和朋友一起在 Stoney Lake 的湖畔度假屋共度时光。