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Marco Lam Email & Phone Number
Financial Planner
at
BMO
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Greater Toronto Area, Canada, Canada
Company size
Who is Marco Lam? Overview
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Quick answer
Marco Lam is listed as Financial Planner at BMO, a company with 58030 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Marco Lam.
Marco Lam previously worked as Personal Banker at Bmo and Senior Premium Banker at Hsbc. Marco Lam holds Bachelor'S Degree, Chemical And Environmental Engineering from The Hong Kong University Of Science And Technology.
Company email context
Email format at BMO
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BMO
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Profile bio
About Marco Lam
Marco Lam is a Financial Planner at BMO.
Current workplace
Marco Lam's current company
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Bmo
9 roles
Marco Lam work experience
A career timeline built from the work history available for this profile.
Personal Banker
Current
Sep 2023 - Present
Senior Premium Banker
Apr 2023 - Sep 2023
Service And Sales Specialist - Telefund
- Specializing in trilingual Mutual Fund Service and Sales Canada-wide.
- Assist clients with various questions and concerns related to their mutual fund accounts
- Assist clients in opening investment accounts, entering transactions and reviewing fund information
- Ensure all transactions and applications comply with regulatory and HSBC standards
- Understand clients' investment objectives and constraints and recommend mutual fund products accordingly2022 Q4 Lion Award
May 2022 - Apr 2023
General Banking Officer
- Provide quality services to the mass-market customers
- Identify customer needs and offer appropriate banking services and solutions
- Acquire new business opportunities through localized promotional activities
Dec 2021 - Feb 2022
Engineer
Grn Consultant (Hong Kong) Limited
- Manage Ozone technology projects from pre-sales to after-sales services
- Liaise with Government departments and clients on new business opportunities
- Prepare environmental consultancy reports and proposals after onsite investigation
- Review company’s management systems, managed to obtain the ISO certifications
Dec 2020 - Dec 2021
Ehs Engineering Officer
Sep 2019 - Jul 2020
Associate Ehs Engineering Officer
Jul 2019 - Sep 2019
Engineering Trainee (Ehs)
- Manage environmental improvement projects, achieved savings of HK$1M per year
- Liaise with Government departments, clients, and internal project teams on EHS matters
- Lead and coordinate internal and external audits to meet clients’ EMS and CSR requirements
- Carry out onsite environmental inspections and measurements
Jul 2018 - Jul 2019
Team & coworkers
Colleagues at BMO
Other employees you can reach at bmo.com. View company contacts for 58030 employees →
TM
Tracy Mattice
Colleague at Bmo
Red Deer County, Alberta, Canada, Canada
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SA
Sangith Antoniya
Colleague at Bmo
East York, Ontario, Canada, Canada
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LR
Lynda Rouse
Colleague at Bmo
Greater Toronto Area, Canada, Canada
View →
ZZ
Z Z.
Colleague at Bmo
Toronto, Ontario, Canada, Canada
View →
VP
Veeral Patel
Colleague at Bmo
Toronto, Ontario, Canada, Canada
View →
KS
Kevin Smith
Colleague at Bmo
Greater Chicago Area, United States
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CP
Candice Perez
Colleague at Bmo
Canada, Canada
View →
MC
Matthew Clarkson
Colleague at Bmo
Montreal, Quebec, Canada, Canada
View →
AR
Amelie Roy
Colleague at Bmo
Mirabel, Quebec, Canada, Canada
View →
AB
Arash Bagheri
Colleague at Bmo
St Louis, Missouri, United States, United States
View →
Tracy Mattice
Colleague at Bmo
Red Deer County, Alberta, Canada, Canada
View →
SA
Sangith Antoniya
Colleague at Bmo
East York, Ontario, Canada, Canada
View →
LR
Lynda Rouse
Colleague at Bmo
Greater Toronto Area, Canada, Canada
View →
ZZ
Z Z.
Colleague at Bmo
Toronto, Ontario, Canada, Canada
View →
VP
Veeral Patel
Colleague at Bmo
Toronto, Ontario, Canada, Canada
View →
KS
Kevin Smith
Colleague at Bmo
Greater Chicago Area, United States
View →
CP
Candice Perez
Colleague at Bmo
Canada, Canada
View →
MC
Matthew Clarkson
Colleague at Bmo
Montreal, Quebec, Canada, Canada
View →
AR
Amelie Roy
Colleague at Bmo
Mirabel, Quebec, Canada, Canada
View →
AB
Arash Bagheri
Colleague at Bmo
St Louis, Missouri, United States, United States
View →
2 education records
Marco Lam education
Bachelor'S Degree, Chemical And Environmental Engineering
Gce A-Level
Christ College Brecon
FAQ
Frequently asked questions about Marco Lam
Quick answers generated from the profile data available on this page.
What company does Marco Lam work for?
Marco Lam works for BMO.
What is Marco Lam's role at BMO?
Marco Lam is listed as Financial Planner at BMO.
Where is Marco Lam based?
Marco Lam is based in Greater Toronto Area, Canada, Canada while working with BMO.
What companies has Marco Lam worked for?
Marco Lam has worked for Bmo, Hsbc, Hang Seng Bank, Grn Consultant (Hong Kong) Limited, and Luen Fung Group.
Who are Marco Lam's colleagues at BMO?
Marco Lam's colleagues at BMO include Tracy Mattice, Sangith Antoniya, Lynda Rouse, Z Z., and Veeral Patel.
How can I contact Marco Lam?
You can use AeroLeads to view verified contact signals for Marco Lam at BMO, including work email, phone, and LinkedIn data when available.
What schools did Marco Lam attend?
Marco Lam holds Bachelor'S Degree, Chemical And Environmental Engineering from The Hong Kong University Of Science And Technology.
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