Valerie Chan

Director, Wealth Planning at BMO Private Wealth

Valerie joined BMO wealth Management in 2018. Prior to this role, she was a tax manager at KPMG, specializing in planning for privately owned businesses and high net worth individuals. Valerie has experience with a wide variety of tax issues including personal, corporate, trust, and non-resident tax.

Valerie is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.

Valerie has a Bachelor of Commerce (BCom) (Hons) with a major in Accounting and International Business, the Chartered Professional Accountant (CPA) designation and the Chartered Accountant (CA) designation.