Estate and Insurance Advisor at BMO Estate Insurance Advisory Services
Myen’s approach to developing customized and actionable insurance recommendations always starts with the client’s best interests at heart. She has gained the trust of successful professionals, business owners and families who value her sensible advice to protect their wealth in ways that align with their future vision.
In addition to insurance, Myen brings to the table her comprehensive knowledge and expertise in Tax and Estate Planning, cultivated through her former roles as a BMO Senior Wealth Planner to ultra-high net worth clients, a Senior Tax Manager of an international public accounting firm and as the Director of Taxation of a large North American private corporation.
Myen also holds the professional designations of Chartered Accountant (CA, CPA), Certified Financial Planner (CFP) and Family Enterprise Advisor (FEA). During her spare time, she loves to bake, exercise and spend time with her husband and their two active boys.