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Caitlin Wang, CPA, CMA, CFP®

Senior Wealth Planning Consultant

Caitlin brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO Private Wealth professionals and their clients to develop
sound wealth management plans. Caitlin ensures a great client experience during the wealth planning process. She helps to identify and solve complex issues by providing strategies that are both appropriate for each client’s
unique situation and practical in execution.

 

Caitlin joined BMO Private Wealth in 2022, after 15 years in various roles in the BMO Personal Banking division. In 2015, Caitlin became a Financial Planner and obtained the Certified Financial Planner designation (CFP®), helping
clients including new immigrants, working professionals and business owners to achieve financial success. Drawing on extensive financial planning experience, she helps analyze tax planning, trust and estate, philanthropic planning and risk management. Caitlin articulates complex solutions effectively so clients can envision their future.

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Angela Yiu, CFP, CIWM, FMA

Director, Wealth Planning, BMO Wealth Planning

As a wealth planning specialist, Angela works with relationship managers, investment counsellors, planners, and clients who are looking for expertise and guidance in managing their wealth. Angela provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Integral to her value-added approach, Angela helps every client understand and simplify their wealth complexities to make better financial decisions.