JC
Jonathan Chan
Director & Assistant Market Leader at Bmo Private Wealth
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Work Experience
Director & Assistant Market Leader
Jun 2021 - Present · 3 years and 7 months
Director Of Wine
Dec 2020 - Present · 4 years and 1 months
Partner
Jan 2018 - Present · 7 years
Company Details
501-1000 Employees
Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth. Professionals from one of North America’s leading full-service investment firms and Canada’s best private bank are partnered to help you navigate the complex process of managing wealth. Our multi-disciplinary wealth management professionals take a proactive approach to helping high net-worth individuals and families achieve their wealth goals. Services include wealth planning, investment management, banking, tax planning, trust and estate services, and philanthropy.
Year Founded
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Social Media
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Industry
Financial Services, Administrative & Specialty Services
HQ Location
Toronto, CA
Keywords
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