With over 20 years of Canadian and Chinese experience as a Financial Planner and Investment Advisor, Christina provides comprehensive, client-oriented wealth management solutions to high-net-worth individuals and business owners. She is committed to building long term client relationships that enable her clients to meet
their financial goals. She speaks English, Mandarin and Cantonese.

Christina started her career at Guotai Junan Securities (GTJA), one of the largest investment firms in Shenzhen, China. Having worked at GTJA for seven years, she was part of the first generation of Investment Advisors serving high-net-worth Chinese investors and has a strong understanding of the Chinese financial industry.

In 2006, Christina immigrated to Canada and joined BMO Financial Group, where she has been consistently rated as a top performer. She was recognized as National #1 Financial Planner at BMO in 2014 and 2015, as well as National Top Financial Planner in 2016, 2017 and 2018. Christina joined BMO Nesbitt Burns in 2019 and was awarded
Conference Star in 2021.

 

投资顾问和理财师

在加拿大和中国拥有超过20年的财务规划师和投资顾问经验，Christina为高净值个人和企业主提供全面、以客户为导向的财富管理解决方案。 她致力于建立长期客户关系，使她的客户能够实现他们的财务目标。 她使用英语、普通话以及粤语为您服务。

 

Christina的职业生涯开始于中国深圳最大的投资公司之一——国泰君安证券（GTJA）。 她在GTJA工作了7年，是服务中国高净值投资者的第一代投资顾问，对中国金融行业有着深刻的了解。

 

2006年，Christina移民加拿大，加入BMO金融集团，在此期间她一直被评为优秀员工。 2014年和2015年，被BMO银行评为“全国第一理财规划师”，2016年、2017年和2018年被评为“全国顶级理财规划师”。 Christina于2019年加入BMO利时证券，并于2021年被授予“会议之星”称号。