Dana Lum, PFP®

Wealth Advisor & Financial Planner

Tel: 905-897-5790
Toll Free: 800-387-9314


BMO Nesbitt Burns
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8

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Dana Lum, PFP®

Wealth Advisor, Financial Planner
Tel: 905-897-5790
Fax: 905-897-5229
Toll Free: 1-800-387-9314

Email: danalum@nbpcd.com
Connect with me on LinkedIn

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.