Shing Qi

Q: What is Shing Qi email address?

Email Shing Qi at shing.qi@bmo.com. This email is the most updated Shing Qi's email found in 2026.

Q: How to contact Shing Qi?

To contact Shing Qi send an email to shing.qi@bmo.com. (updated on March 17, 2025)

Financial Planner at BMO Financial Group | Calgary, Alberta, Canada

About Shing Qi

Shing Qi is a dedicated and experienced Financial Planner at BMO Financial Group, currently serving clients at the BMO Chinook branch. In this role, Shing leverages a comprehensive understanding of personal financial planning to help clients navigate life's financial milestones and uncertainties with confidence. Managing an Assets Under Management (AUM) of approximately $40 million and a Net Asset Growth (NAG) of $9.8 million in Fiscal Year 2023, Shing demonstrates a strong commitment to delivering tailored financial solutions that align with clients' goals and risk profiles.

Since joining BMO in 2017, Shing has built a robust portfolio, initially managing between 250 to 300 clients with a total AUM of around $60 million. His expertise spans across estate planning, trust advice, and wealth management, utilizing advanced financial planning platforms such as WealthPath to develop comprehensive strategies. Notably, Shing's proactive approach contributed to a remarkable 1200% increase in mutual fund sales within his branch in 2019, showcasing his ability to identify growth opportunities and effectively communicate complex financial concepts.

Shing’s skill set includes interpersonal communication, portfolio management, and financial advisory services, enabling him to foster strong client relationships and deliver personalized financial plans. His certification as a Certified Financial Planner (CFP) underscores his commitment to professional excellence and ethical standards. With proficiency in Microsoft PowerPoint and Microsoft Office, Shing is adept at preparing compelling presentations and reports that clearly articulate financial strategies. Overall, Shing Qi’s expertise and client-centric approach position him as a trusted advisor committed to helping clients prepare for both expected and unexpected financial events, ensuring their long-term financial well-being.

Shing Qi Work