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Eva Yang Email & Phone Number
Portfolio Manager, CFP®, CIM®
at
BMO Private Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Manager, CFP®, CIM®
Location
Greater Vancouver Metropolitan Area, Canada, Canada
Company size
Who is Eva Yang? Overview
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Quick answer
Eva Yang is listed as Portfolio Manager, CFP®, CIM® at BMO Private Wealth, a company with 1607 employees, based in Greater Vancouver Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Eva Yang.
Eva Yang previously worked as Investment Advisor, CFP®, CIM® at Bmo Private Wealth and MD Financial Management at Senior Financial Consultant, Cfp®, Cim®. Eva Yang holds Master Of Arts (M.A.), Economics from University Of Saskatchewan.
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Email format at BMO Private Wealth
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BMO Private Wealth
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Profile bio
About Eva Yang
I have been in the financial industry for the past 14 years. I focus on high net worth professionals by providing financial advice on retirement, taxation, estate, financial security and investment strategy.BMO Nesbitt Burns Disclaimer Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal, tax, investment, or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. BMO Nesbitt Burns Inc. (BMO NBI) provides this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual’s particular position should be obtained. BMO NBI is a subsidiary of Bank of Montreal and Member-Canadian Investor Protection Fund. “BMO (M-bar Roundel symbol)” is a registered trademark of Bank of Montreal, used under license. “Nesbitt Burns” is a registered trademark of BMO NBI, used under license.
Current workplace
Eva Yang's current company
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Bmo Private Wealth
5 roles · 15 years
Eva Yang work experience
A career timeline built from the work history available for this profile.
Investment Advisor, Cfp®, Cim®
Current
Bmo Private Wealth
Jan 2023 - Present
Md Financial Management
Senior Financial Consultant, Cfp®, Cim®
Financial planning for physicians and their family members. I enjoy working with my wonderful clients, providing personalized and customized financial advice through physicians' life stages: starting when they are in medical school, residency, setting up practice, incorporation, to retirement. Each physician is unique. Together with a team of specialist.
Nov 2014 - Jan 2023
Financial Planner (Cfp®)
Retirement Planning, Estate Planning, Tax Management, Investment Strategies, Charitable Giving, Education Funding
2011 - Oct 2014
Jan 2009 - Feb 2011
2 education records
Eva Yang education
Master Of Arts (M.A.), Economics
Bachelor Of Arts (B.A.), Honours, Economics
FAQ
Frequently asked questions about Eva Yang
Quick answers generated from the profile data available on this page.
What company does Eva Yang work for?
Eva Yang works for BMO Private Wealth.
What is Eva Yang's role at BMO Private Wealth?
Eva Yang is listed as Portfolio Manager, CFP®, CIM® at BMO Private Wealth.
Where is Eva Yang based?
Eva Yang is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with BMO Private Wealth.
What companies has Eva Yang worked for?
Eva Yang has worked for Bmo Private Wealth, Senior Financial Consultant, Cfp®, Cim®, Td Bank Group, and Rbc.
How can I contact Eva Yang?
You can use AeroLeads to view verified contact signals for Eva Yang at BMO Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Eva Yang attend?
Eva Yang holds Master Of Arts (M.A.), Economics from University Of Saskatchewan.
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