Zhuonan (Joanne) Tian
BMO Private Wealth
1225 Douglas St, 2nd Floor
Guodong (Neil) Yang, PFP®, CIM®, FCSI®
Private Banker, BMO Private Wealth
With almost a decade in the financial services industry, Neil is an expert member of our Private Banking team. Neil services affluent and ultra-high net worth individuals and families, as well as corporations and institutions.
Previous to joining the BMO Private Banking team, Neil worked as Senior Premier Relationship Manager at a global international bank for almost 7 years. While there, in addition to managing client relationships, he provided wealth planning, lending solutions, investment management and global banking services to his firm’s clients.
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.
Amy Wang, CPA, CA
Wealth Planning Consultant, BMO Wealth Planning
Amy is a Chartered Accountant and a Wealth Planning specialist. Prior to joining BMO, Amy specialized in tax while working for one of the Big Four accounting firms supporting clients with their personal and corporate tax planning, compliance, tax reorganizations, business succession, as well as trust and estate planning needs. Amy provides in-depth tax knowledge to high net worth clients and their families with tailored wealth plans to help clients make informed financial decisions. She is proud to collaborate with a team of highly disciplined specialists as a trusted advisor.
As a Trust & Estate Consultant at BMO Private Wealth, Michael brings professional expertise and advice to help individuals and their families enjoy the opportunities wealth brings while simplifying its complexities. He builds a lasting relationship with each client by getting to know what matters most to them – their short- and long-term priorities on family, work, lifestyle and money.
Trust & Estate Consultant, BMO Private Wealth