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Vincent Lin Email & Phone Number
Associate Investment Counsellor
at
BMO Private Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Associate Investment Counsellor
Location
Canada
Company size
Who is Vincent Lin? Overview
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Quick answer
Vincent Lin is listed as Associate Investment Counsellor at BMO Private Wealth, a with 58030 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Vincent Lin.
Vincent Lin previously worked as Portfolio Assistant at Bmo Private Wealth and Licensed Sales Assistant at Bmo Nesbitt Burns. Vincent Lin holds Bachelor Of Commerce - Bcom, Finance, General from York University.
Company email context
Email format at BMO Private Wealth
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BMO Private Wealth
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Profile bio
About Vincent Lin
Results-oriented, resourceful, and multilingual Finance and Investment Professional with 7+ year of experience in the delivery of organization-wide results that drive bottom-line profits. Working toward CFA designation.
Listed skills include Banking, Accounting, Global Politics, Valuation, and 24 others.
Current workplace
Vincent Lin's current company
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Bmo Private Wealth
6 roles
Vincent Lin work experience
A career timeline built from the work history available for this profile.
Feb 2024 - Present
Portfolio Assistant
Closely work one-on-one with an Investment Counseller with all aspects related to serving our clients (securities trading, portfolio construction, identifying for new business opportunies)
May 2021 - Feb 2024
Licensed Sales Assistant
Supported two Investment Advisors with all aspects related to serving our clients (securities trading, preparing documentations, bringing assets in from another FI, problem-solving)
Nov 2020 - May 2021
Portfolio Assistant
Closely work one-on-one with an Investment Counseller with all aspects related to serving our clients (securities trading, portfolio construction, identifying for new business opportunies)
Oct 2019 - Nov 2020
Trilingual Financial Telephone Specialist
Focused on the improvement of customer satisfaction through the delivery of accurate personal finance information and advice regarding banking, credit card, line of credit, and mortgage. Service in English, Mandarin and Cantonese
Jun 2018 - Sep 2019
Team & coworkers
Colleagues at BMO Private Wealth
Other employees you can reach at bmo.com. View company contacts for 58030 employees →
RM
Ryan May
Colleague at Bmo Private WealthOakville, Ontario, Canada
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TG
Teifion Grubb
Colleague at Bmo Private WealthOntario, Canada
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LO
Luis Ortega
Colleague at Bmo Private WealthToronto, Ontario, Canada
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ST
Sivacantharasa Thurairatnam
Colleague at Bmo Private WealthToronto, Ontario, Canada
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IK
Ishleen Kaur Sarna
Colleague at Bmo Private WealthToronto, Ontario, Canada
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RM
Roxanne Marois
Colleague at Bmo Private WealthSt-Georges, Quebec, Canada
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MJ
Maryam Jawansheer
Colleague at Bmo Private WealthGreater Vancouver Metropolitan Area, Canada
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SD
Simmi Dogra
Colleague at Bmo Private WealthToronto, Ontario, Canada
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BG
Bhav Grewal
Colleague at Bmo Private WealthBrampton, Ontario, Canada
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RA
Reine Akiki
Colleague at Bmo Private WealthMontreal, Quebec, Canada
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Ryan May
Colleague at Bmo Private WealthOakville, Ontario, Canada
View →
TG
Teifion Grubb
Colleague at Bmo Private WealthOntario, Canada
View →
LO
Luis Ortega
Colleague at Bmo Private WealthToronto, Ontario, Canada
View →
ST
Sivacantharasa Thurairatnam
Colleague at Bmo Private WealthToronto, Ontario, Canada
View →
IK
Ishleen Kaur Sarna
Colleague at Bmo Private WealthToronto, Ontario, Canada
View →
RM
Roxanne Marois
Colleague at Bmo Private WealthSt-Georges, Quebec, Canada
View →
MJ
Maryam Jawansheer
Colleague at Bmo Private WealthGreater Vancouver Metropolitan Area, Canada
View →
SD
Simmi Dogra
Colleague at Bmo Private WealthToronto, Ontario, Canada
View →
BG
Bhav Grewal
Colleague at Bmo Private WealthBrampton, Ontario, Canada
View →
RA
Reine Akiki
Colleague at Bmo Private WealthMontreal, Quebec, Canada
View →
1 education record
Vincent Lin education
FAQ
Frequently asked questions about Vincent Lin
Quick answers generated from the profile data available on this page.
What company does Vincent Lin work for?
Vincent Lin works for BMO Private Wealth.
What is Vincent Lin's role at BMO Private Wealth?
Vincent Lin is listed as Associate Investment Counsellor at BMO Private Wealth.
Where is Vincent Lin based?
Vincent Lin is based in Canada while working with BMO Private Wealth.
What companies has Vincent Lin worked for?
Vincent Lin has worked for Bmo Private Wealth, Bmo Nesbitt Burns, Bmo Private Banking, and Td.
Who are Vincent Lin's colleagues at BMO Private Wealth?
Vincent Lin's colleagues at BMO Private Wealth include Ryan May, Teifion Grubb, Luis Ortega, Sivacantharasa Thurairatnam, and Ishleen Kaur Sarna.
How can I contact Vincent Lin?
You can use AeroLeads to view verified contact signals for Vincent Lin at BMO Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Vincent Lin attend?
Vincent Lin holds Bachelor Of Commerce - Bcom, Finance, General from York University.
What skills is Vincent Lin known for?
Vincent Lin is listed with skills including Banking, Accounting, Global Politics, Valuation, Sales, Data Entry, Microsoft Powerpoint, and Financial Modeling.
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