Our team is proud to provide :

  • Combined 80+ years of industry experience
  • Deep knowledge of investing, financial planning, commercial banking and lending
  • Dedicated team approach, our client is surrounded and serviced by a team of 5
  • Access to the vast resources of BMO Private Wealth, one of North America’s leading full-service wealth management firms
  • Experienced in providing customized advisory services to clients who live in different provinces of Canada, cross-border, new comers and non-resident.
  • We are fluent in English, Mandarin and Cantonese

To arrange your complimentary consultation or for more information regarding any of our services, please contact us at 905-565-5677.


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We’ve Done It Again!


BMO Private Wealth has been recognized as the
Best Private Bank in Canada for 2023 by World Finance Magazine


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Our Services


Wealth Planning: A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.

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Investment Management: If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.

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Estate Planning: The JPWL Wealth Management Group will work with you to create a comprehensive estate plan that aligns with your values. 

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Tax Planning: Tax minimization is a key strategy to manage your wealth. A JPWL Wealth Management Group professional will work with your current tax team to help you effectively manage your assets. 

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Responsible Investing:  We know that many of our clients focus on making a difference today for a better world tomorrow. We help you invest responsibly. 

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Cross-Border Solutions: If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border. 

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Professional Athlete Wealth Management:The Athlete Advisory Team is a group of BMO Private Wealth professionals with expertise and experience providing professional athletes tailored financial solutions that cater to their unique needs and goals.

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