Margaret Leong joined BMO in 1996, and since 2000 Margaret has specialized as a Private Wealth Consultant and Investment Counsellor with BMO Private Investment Counsel Inc. As a seasoned wealth management and investment professional, Margaret thrives on servicing domestic and international high net worth families with complex financial requirements by providing customized wealth management solutions to achieve the financial goals and objectives of her clients.
Fluent in English, Mandarin and Cantonese with in-depth understanding of the market, Margaret has an undergraduate degree at UBC and a PLD graduate from Executive Education at Harvard Business School. She holds a Chartered Financial Analyst (CFA) charter holder since 2003. I also hold CFP (Certified Financial Planning) designation with significant wealth planning experience for high net worth families domestically or internationally with complex cross boarder issues.
During her career with BMO Private Wealth, Margaret has been a consistent top ranked Investment Counsellor in the BMO Private Wealth Canada, earning the coveted Chairman's Counsel Award annually.
Involving herself in the community, Margaret was Past Vice President of Chinese Woman Entrepreneur Association as the group provides a platform for networking and cross learning amongst local Chinese businesswoman and professionals. Maargaret enjoyed international travelling to learn and experience various culture and history. In her leisure time, she loves wine tasting, baking sourdough bread, go to Pilates classes and nature walks.
Margaret Leong 梁陈雅臻
BMO 私人银行资深投资顾问、CFA 特许财务分析师、 CFP 特许财务规划师。
Margaret 于 1996 年加入 BMO, 自 2000 年起在 BMO私人 投资顾问公司任职，专精于私人财务及投资顾问，拥有超过25 年为超高净资产家庭提供 定制高复杂度的跨境财富管理服务的经验。
作为资深财富管理专家，她是 BMO 多个高端项目的核心领导，包括：新移民市场策略、离岸及移民信托服务、私人财富管理及超高净资产投资策略。