My Briefcase

Jackie Zhang is a seasoned insurance professional with close to a decade of experience in the life insurance industry. Prior to joining BMO, he built his expertise as an insurance and estate planning associate at an IIROC firm. He has also worked at large life insurance companies. Jackie focuses on delivering advanced market strategies and high-quality advisor experiences across the country. Jackie represents BMO’s suite of insurance products, acting as a resource for product information and estate planning solutions. He specializes in generational wealth transfer and corporate owned life insurances strategies. Jackie is fluent in English, Mandarin, and Cantonese.

Professional Designations: Certified Financial Planner (CFP). In addition, Jackie is a graduate of the University of British Columbia (Bachelor of Arts - Mathematics and Economics). He holds a full life insurance license in British Columbia.

Jackie是一位经验丰富的保险专家，在个人人寿保险行业拥有超过8年的经验。 Jackie 专注于在加拿大西部地区提供高净值市场策略和高质量的顾问体验。 他代表BMO的保险产品系列，作为产品信息和财产规划解决方案的资源，专门从事代际财富转移和企业人寿保险策略。Jackie赢得了可靠的声誉，并能够用英语，普通话和粤语有效地与顾问进行沟通。

Jackie 毕业于不列颠哥伦比亚大学，获得数学和经济学学位。 他拥有不列颠哥伦比亚省的完整人寿保险执照，并拥有注册财务规划师 (CFP®) 资格。