Jennie Fang, CIM®
Senior Investment Advisor
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.
Senior Investment Advisor & Financial Planner
Felicia is an accomplished wealth management professional with over 20 years of experience in the financial industry. She joined BMO as a Financial Planner in 2005 and later became a Private Wealth Consultant with BMO Private Banking in 2015. Felicia's most recent role was Director of Wealth Solutions with BMO Private Wealth.
Throughout her career, Felicia has been recognized with over 25 national awards, including four Platinum Council Awards, highlighting her exceptional performance and expertise. She possesses the CFP, FCSI, TEP designations and has completed the LLQP (Life License Qualification Program), demonstrating her comprehensive knowledge in financial planning, investment management, trust and estate planning, and life insurance.
Fluent in English, Mandarin, and Taiwanese, Felicia excels in building strong client relationships and effectively communicating with a diverse clientele. With her extensive experience and dedication to client success, Felicia consistently delivers tailored wealth management solutions to help clients achieve their financial goals