Dana Lum, PFP

Wealth Advisor, Financial Planner

Dana has worked in the financial industry for over 20 years specializing in the preparation of financial and estate plans as well as providing investment solutions for high net worth individuals and small business owners. She focuses on building lifestyle strategies and preserving wealth.

She is a PROFESSIONAL FINANCIAL PLANNER® and has worked extensively in a variety of roles including that of Trust Officer, prior to joining BMO. Dana is married and has two sons. Her hobbies include golfing, skiing and yoga.