Fluent in Mandarin, Cantonese and English, Sally Song has 16 years of experience in the investment industry. She primarily advises business owners from China who share her language and cultural background and need help transitioning money from their homeland, protecting their wealth, and getting their families settled in Canada.
Raised as an entrepreneur by her mother who owned a business in China, Sally understands the risks and courage involved. With great care, she rallies the full resources of BMO Private Wealth to represent her clients’ holistic needs – from Private Banking to borrowing, investment management, and retirement, estate, legacy, insurance, trust and tax planning, among others. Sally is her clients’ go-to for personal questions as well, such as which schools their children should attend, how to purchase a house and secure a mortgage, and where to find a lawyer or accountant who knows their language and culture. Clients can always reach Sally.
Sally came to Canada in 2007. She worked at RBC for almost four years and then joined BMO as a Financial Planner in Investment & Retirement Planning in 2011, ranking within the Top 7 Financial Planners in 2013. Sally moved to BMO InvestorLine and adviceDirect as a Regional Sales Manager and was ranked within the Top 5 nationally in January 2015. Sally then joined BMO Nesbitt Burns as an Investment Advisor in November 2015.
Sally has a much younger sister who also lives in Vancouver and the two spend a lot of time together, Sally loves to spend weekends hiking, swimming, playing tennis, and getting outdoors.
Xiaofei joined BMO Private Wealth in 2021. She has obtained a Bachelor Degree of Science in Statistics from University of British Columbia, with the completion of finance, economics, mathematics and risk management courses. She has also worked as a Sales Support Assistant at National Bank of Canada for 3 years.
She volunteers with local food banks and she has volunteered at the Orphanage in the Dominican Republic. In her personal time, she loves taking road trips with her family and her two adorable dogs.
Yolanda is a new member to our team, she joined BMO Private Wealth in 2023 after graduated from University of Western Ontario with bachelor’s degree of Business Management and Organizational Studies in Accounting. She interned at several financial firms both in China and Canada before she joined us.
During her own time, she likes swimming, hiking, and traveling.
Sally Song 宋鸽