About J&F Wealth Management

Responsibility, knowledgeable and detail - oriented are just a few words most often used to describe Jennie Fang by her clients. With almost two decades of experience In the fast-paced financial industry, Jennie has developed her professional designations in portfolio management, and Estate/risk planning. She has helped many clients by using her holistic approach.

 

She has worked as financial services manager, financial planner and currently a senior investment advisor. All top role rewards were earned over the years. She worked tirelessly to expand her experience and financial acumen which would guide her down the path into leadership and higher levels of responsibility.

 

As a senior investment advisor at BMO Nesbitt Burns, Jennie and her team provides a full range of wealth services, wealth planning, estate planning, risk management and investment planning to help clients to succeed in meeting their financial goals.

Felicia is the Senior Investment Advisor and Financial Planner at J&F Wealth Management. She is a seasoned wealth management professional with over 20 years of experience in the financial services industry.

 

Felicia began her career with BMO as a Financial Planner in 2005 and advanced into Private Wealth Consulting with BMO Private Banking in 2015. Most recently, she served as Director of Wealth Solutions at BMO Private Wealth, where she provided comprehensive and strategic advice to high‑net‑worth clients.

 

Throughout her career, Felicia has been dedicated to helping clients navigate market challenges and build clear, sustainable financial plans. She holds multiple professional designations, including CIM, CFP, FCSI, and TEP, and has completed the Life License Qualification Program (LLQP). These credentials reflect her strong expertise in financial planning, investment management, trust and estate planning, and insurance solutions.

 

Fluent in English, Mandarin, and Taiwanese, Felicia is highly skilled in building trusted relationships and communicating effectively with clients from diverse backgrounds. With her depth of experience and client‑focused approach, she delivers personalized wealth management solutions designed to help clients achieve their long‑term financial goals.