Wen Shi
Financial Planner at Bmo
Based in Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
59K
Contact information
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w•••••••@bmo.com
Phone
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Background
About Wen Shi
Registered Investment Sales Representative with BMO Investment Inc, based in Mississauga/Oakville area. If you have any questions or would like to talk more, please contact me at wen.shi@bmo.com. Review the BMOII Social Media Disclaimer: Knowledgeable and dedicated financial professional with expertise in providing personalized financial strategies and comprehensive planning services. Adept at developing tailored investment, retirement, tax, and estate plans that align with client's goals and financial situations. Proven track record in building and maintaining strong client relationships through trust, transparency, and advice-led services. Award-winning professional with a commitment to ongoing education and industry knowledge.
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