About Me

Ken Hsu is a seasoned Senior Investment Counsellor and Portfolio Manager with over 21 years of experience in the financial industry. He holds a Bachelor of Commerce degree from the Sauder School of Business at the University of British Columbia, where he majored in Finance and Accounting. Ken has earned several prestigious certifications, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Canadian Investment Manager (CIM), and Fellow of CSI (FCSI). His extensive qualifications and expertise have positioned him as a trusted advisor in the field of wealth management.

Throughout his career, Ken has held various key roles at BMO, starting as a Financial Planner and Player Coach from 2006 to 2012. He then advanced to Branch Manager at BMO’s Richmond Main Office before transitioning to BMO Private Banking as a Private Wealth Advisor and later as an Investment Counsellor. His deep understanding of financial planning and investment strategies has allowed him to guide high net worth and ultra-high net worth families in achieving their financial goals. Ken’s approach is rooted in collaboration, working closely with a team of specialists to deliver comprehensive financial solutions tailored to each client’s unique needs.

Outside of his professional life, Ken enjoys a variety of personal interests that keep him balanced and energized. He is an avid golfer and hiker, and he finds joy in cooking and discovering new music and cuisines. Ken also stays active through regular workouts and cherishes the time he spends with his dog, who brings daily joy and energy to his life. Fluent in English, Mandarin, and Taiwanese, Ken’s diverse background and personal passions enrich his ability to connect with clients from all walks of life.