Sean Fang, MBA, CFA, CFP
Investment Advisor
My Partners
Yao Yao, MBA, CFP
Private Banker, BMO Private Wealth
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.
Rachel Bi, CPA, PFP
Senior Private Banker, BMO Private Wealth
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.