Working together to help you achieve what truly matters to you.
Yan Li

Investment Advisor

Address

BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
Map

Contact Me

Welcome!

At BMO Private Wealth, we guide successful families through pivotal moments and the often complex and emotional financial decisions that arise over time. We will partner with you to navigate you through the opportunities and challenges that come with wealth.

Our role is to anticipate your wants and needs, present ideas that are unique to you and engage the right partners from our in-house team of highly disciplined, experienced experts. Using this collaborative approach, we identify practical, actionable opportunities and solutions, empowering you to proactively strategize for the future – from a simple bank account, to preparing the next generation to lead the family enterprise.

You will experience what sets us apart through our multi-disciplinary team approach.

The value of BMO Private Wealth
A long-term partnership for tailored service, solutions and support.

Together with you on your journey
Wherever life takes you, through continuous discovery rooted in planning, we will be there to provide industry-leading solutions, while bringing the full breadth of BMO Private Wealth’s resources to keep you on track to your goals, and focused on what matters most: you.




 


主页

为您的将来筹谋划策(标语)


欢迎!

BMO私人财富管理( BMO Private Wealth),引导成功的家庭度过关键时刻以及将来出现的复杂和感情上的财务决策。我们会和您合作,带领您应付财富带来的机遇和挑战。
 
我们的职责是预测您的需求和需要,提出最适合您的建议,并从我们的内部团队(由训练有素、经验丰富的专家组成)中找到合适的合作伙伴。使用这种协作方法,我们找出切实可行的机会和方案,使您能够主动为未来制定策略——从简单的银行账户到为下一代领导家族企业做好准备。
 
您将通过我们的多元化专业团队,体验我们与众不同的服务。
 
BMO私人财富管理的价值
长期的合作伙伴关系,为您提供个人化的服务、方案和支援
 
与您同行
无论生活将您带到哪里,通过以持续探索为基础的规划,我们都会在那里提供领先业界的
方案,同时利用BMO私人财富管理的资源,让您经常对准目标,并专注于最重要的事情:您自己。