Jenny Sun, CPA

Senior Wealth Tax Planner

Jenny provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on over a decade of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Jenny joined BMO Private Wealth in 2026 after an extensive career in public accounting. Her experience includes roles with two Big Four accounting firms, including nearly six years as a Senior Manager in Tax at KPMG, where she advised clients on a broad range of tax planning and compliance matters. Jenny was born and raised in Vancouver and enjoys exploring the city’s diverse culinary scene and travelling. She is fluent in English, Cantonese, and Mandarin.

Education & Credentials

  • Bachelor of Commerce – Major in Accounting
  • Chartered Professional Accountant (CPA)
  • CPA Canada In-Depth Tax Program, Levels I to III