Zhuonan (Joanne) Tian, CFA, MBA
As a Private Wealth Professional at BMO Private Investment Counsel Inc., I am passionate about offering professional investment management expertise and advice to help both locals and immigrants to simplify their wealth.
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 dedicated, 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 15 years of Capital Markets and investment management experience, I joined BMO Private Wealth in 2020. Prior to which, I was Director and Relationship Manager at BMO Capital Markets covering International Financial Institutions. I have undergraduate degree at Beijing Foreign Studies University, and earned MBA from Ivey Business School. I am also a Chartered Financial Analyst (CFA) charter holder.