BMO Nesbitt Burns
885 West Georgia Street
Valerie Chan, CPA, CA, CPA (Washington)
Director, Wealth Planning at BMO Wealth Management
Valerie provides 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.