Yao brings more than 15 years of experience in the banking industry. Prior to joining BMO, she was a very successful Branch Manager at Wells Fargo. Beginning as a Branch Manager at various complex BMO branches, Yao was then promoted to a Regional Sales Manager for BMO Credit Insurance in 2016. Based on her success in the RSM role, she joined Specialized Sales Group in the GTD in 2018. And now she has become the Private Banker with BMO Private Banking since March 2022.

Yao has consistently been a customer-focused leader who is passionate about coaching her colleagues to successfully exceed their performance goals year after year. In 2021, Yao led one of the most productive teams within the Specialized Sales group which booked $1.4 billion in mortgage volume.

Yao holds a Master of Business degree from the Schulich School of Business at York University and a Bachelor of Business Administration degree from the University of New Brunswick. She was a Conference of Star honoree in the organization.

As a Senior Private Banker with BMO Private Wealth, Rachel Bi advises high net worth clients on their lending and banking needs to help them reach their financial objectives. She understands that managing wealth can be overwhelming, so her objective is to work with successful families and help them simplify their most complex banking requirements. Rachel is dedicated to working with clients to provide customized banking and lending
solutions that ensure their wealth is protected and put to good use.

Rachel has over 16 years of experience in the financial services industry, 10 of which have been spent at BMO. During this time, she has acquired substantial experience with day-to-day banking, investment, and complex lending requirements while working with high-net-worth clients who seek highly personalized service and expert advice. Collaborating with BMO’s well-respected private banking professionals, Rachel has developed long-lasting relationships with clients who range from medical professionals to entrepreneurs to executives for large corporations.

As a Wealth Planner, Victor brings over over ten years of experience across the wealth management and accounting industries. He is a Chartered Accountant with a tax planning background, a Chartered Financial Analyst and a Certified Financial Planner.

Using a holistic approach, Victor collaborates with his colleagues in BMO Private Wealth to empower clients with customized solutions, resolving complex situations through coordinated and proactive wealth plans. Victor effectively blends his personable approach with a keen eye for tax planning to provide clients with a comprehensive and multi-dimensional planning experience that effectively resonates with their goals and objectives.

Iris is specialized in Canadian international tax and has extensive experience in assisting individuals immigrating to or emigrating from Canada with their personal tax arrangements. She identifies tax planning opportunities for her clients and helps them to make prudent decisions for their business and financial affairs. Iris brings a unique background and experience that enables her to connect with and guide our high net worth clients.

Iris joined BMO Wealth Management in 2014, following 8 years in a tax consulting and advisory role at a national accounting firm where she assisted Canadian multinational corporations with the financing and structuring of their foreign investments through various cross border strategies and corporate reorganizations.