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Fangming Shen

My experience as a private banker has taught me that managing your generational wealth requires thorough planning and execution. I believe in building a strong relationship with you and your family to provide effective and tailored advice to meet your needs and goals.

Understanding your needs means having in-depth discussions about your family dynamics, business, estate and financial planning, complex credit and real estate needs. Looking holistically, we'll also look at your current and projected financial health, and the transfer of wealth to the next generation.

Collaborating with our internal partners to assist you with your financial planning needs, we'll build customized solutions to ensure that your and your family's evolving needs are met through every stage of life.

Outside of work, I dedicate my time to my wife and kids, including volunteering at my son's hockey practices and watching him build on his karate skills.

  • Financial Planning designation (IQPF)
  • Bachelorís degree (BA), Political science and law
  • Harvard Business School: Certificate of completion, Power and Influence for Positive Impact
  • Université de Montreal: Certificate in law

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