Our Team

Alex Li has more than 25 years of experiences in the financial services industry. His extensive experience encompasses portfolio management, commercial and private banking, trusts, and comprehensive financial planning. Alex guides successful business owners, professionals, corporate executives and retirees — as well as their families — with a steady hand and careful attention to detail. Clients who have entrusted him with their financial well-being speak of his thoughtfulness, accessibility, and meticulous service. These relationships often span many years and reflect Alex’s unwavering commitment to ethical practice and client-centred service.

Alex holds the prestigious Chartered Financial Analyst (CFA®) designation and earned his MBA from the Ivey Business School at Western University. While these are remarkable achievements, he measures his true success by the lasting and loyal relationships he has built. Alex adopts a prudent investment philosophy that centres on preserving wealth rather than pursuing unnecessary risk for marginal gains. As a result, capital preservation forms the foundation of his clients’ legacy planning.

Clients who value disciplined, comprehensive wealth management are a natural fit as Alex considers an investment portfolio to be an integral component of a broader wealth strategy that incorporates thoughtful cash flow management, retirement preparation, estate planning, and education funding. He also guides clients who wish to align their investments with specific social, environmental, and governance principles.

Alex makes his home in Thornhill, Ontario with his wife and daughter. The family cherishes their opportunities to explore different cultures through travel. To maintain balance, Alex enjoys golf, running, and reading books, particularly biographies that offer insights into remarkable lives and journeys.

James Zhang stands at the intersection of sophisticated financial acumen and family-centred counsel. With a proven track record in tailoring investments for some of Canada's most successful families, James brings institutional-calibre expertise to the complexities of multigenerational wealth management.

His incisive, institutional-level financial insight paired with genuine curiosity about his clients' businesses and personal aspirations served him well when managing proprietary investments for the family office behind Brookfield Asset Management, where he crafted bespoke investment solutions that balanced growth with preservation and addressed macroeconomic and tax planning considerations.

As former Interim Regional Director of Investments for BMO Private Investment Counsel in the GTA, James oversaw the strategic development of an investment platform that surpassed $50 billion. This institutional perspective informs his approach to private client work, particularly in alternative investments — private equity, credit, and hedge funds that can help to protect and enhance portfolios significantly.

James centres his approach on three core priorities: maximizing intergenerational wealth transfer, empowering philanthropic initiatives to support his clients’ causes, and constructing meaningful legacies that authentically reflect family values. He anticipates needs, listens between the lines, and transforms complex financial challenges into clear, bespoke strategies.

Fluent in Mandarin, Cantonese, and English, James holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst designations, a CFA Institute Certificate in ESG Investing, and an MBA from the Ivey Business School at Western University, where he also completed his undergraduate degree with distinction.

When not crafting sophisticated wealth solutions, James enjoys travelling with his family and supporting his daughter's figure skating and swimming pursuits and his son's tennis and hockey endeavours. He serves on the parents’ committee at his children’s school and regularly contributes to BMO charitable events. A technology enthusiast fascinated by innovation, James stays active through tennis and badminton and is currently exploring curling and pickleball.

Sherry Situ brings disciplined execution and client‑centered care to Private Wealth management, partnering closely with Investment Counsellors to transform sophisticated portfolio strategies into clear, timely actions for families and business owners.

Sherry began her career on the front lines as a Customer Service Representative, transitioned to Private Banking Officer before joining BMO Private Investment Counsel in 2022. Currently she works alongside Alex and James, providing end‑to‑end portfolio administration and client reporting.

Sherry listens between the lines, anticipates needs, and turns intricate operational challenges into clear, actionable next steps to keep portfolios aligned with objectives so families can focus on what matters most.

Proficient in English, Cantonese, and Mandarin, Sherry holds the Chartered Investment Manager (CIM®) designation.

Sherry lives in Ontario and loves discovering new cultures through travel. When it’s time to unwind, she heads outdoors – whether carving fresh snow on her snowboard or enjoying the serenity of camping with her dog. These experiences keep her energized and inspired.

Lawrence Yan is a Senior Portfolio Associate with L&Z Wealth Management Group, working closely with high net worth individuals, families, and business owners to deliver a seamless wealth management experience. He supports the team in all aspects of portfolio administration, investment operations, and client service, helping investors navigate their financial needs with confidence.

Since joining BMO in 2019, Lawrence has built extensive experience in private wealth administration, investment services, and regulatory compliance, and is known for his attention to detail, responsiveness, and commitment to providing exceptional client support. His collaborative approach and strong operational expertise help ensure that client requests are handled efficiently and accurately.

Lawrence earned a Bachelor of Commerce from the University of Manitoba and holds the Chartered Investment Manager (CIM®) designation. He has also completed the Branch Compliance Officer's Course (BCO), Investment Dealer Supervisors Course (IDSC), Certificate in Investment Dealer Compliance (CIDC), Conduct and Practices Handbook Course (CPH), and Canadian Securities Course (CSC).

Fluent in English and Mandarin, Lawrence is passionate about building lasting relationships and delivering outstanding service to clients and their families. Outside of the office, he enjoys spending time with his family and stays active through hiking, pickleball, tennis, and travelling.

Tina Pan joined the L&Z Wealth Management Group team in 2026. As a Portfolio Associate, she provides operational and administrative support to the investment counsellors and helps manage client relationships, prepare investment- and portfolio-related materials, coordinate client servicing activities, and ensure the efficient administration of discretionary investment accounts. Clients appreciate her time management and organizational skills, as well as her meticulous attention to detail.

Tina first started working at BMO in 2014 and has been with the investment management side of the business since 2017. She earned an accounting diploma from Seneca College and is fluent in English and Mandarin. Outside of the office, Tina enjoys Pilates, hiking, travelling, and folk music, and is kept busy by her two children who love doing arts and crafts.