About me

Janet Yao, CPA, CGA, F.Pl.

Senior Wealth Advisor

Janet Yao is a Senior Wealth Advisor at BMO Private Wealth operating under the McGill Branch. She has graduated from RENMIN University of China, the most prestigious University for humanities and social sciences in China, joined the industry for years, has been honored many rewards and prizes. Specialized in providing full financial advice, including investment advice, insurance planning, and mortgage planning as well as tax planning customized for HNW clients.

Janet is a Chartered Financial Analyst (CFA) Level II candidate, and a Certified Financial Planner (F.Pl./CFP). She is also a member of the order of Chartered Public Accountant (CPA), recognized as leading expertise in tax planning. Throughout her career, Janet received numerous awards for her business productivity and achievements from her previous firm.