Jerry Lo - BMO Financial Planner

Open 10:00 AM - 6:00 PM See Hours
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At BMO, we are dedicated to serving the Edmonton community by providing expert financial planning services to individuals and businesses alike. With a strong emphasis on driving progress, we leverage our extensive expertise to offer tailored solutions that meet the unique needs of our clients.

Jerry Lo, your local BMO financial planner, is committed to enhancing the financial well-being of his clients in Edmonton. His approachable demeanor combined with BMO’s industry-leading resources positions him to deliver exceptional service and advice, helping you navigate your financial journey with confidence.
Our Services
Jerry Lo provides a range of individualized financial advising services aimed at helping clients take control of their financial future.
✅ Comprehensive financial planning
✅ Investment management and strategies
✅ Retirement planning
✅ Budgeting and cash flow management
Whether you’re looking to grow your investments or plan for retirement, Jerry is here to assist you with tailored solutions that align with your goals.
Why Choose Us?
Choosing Jerry Lo as your financial planner means selecting a trusted partner in your financial success.
✔️ Local expertise specific to Edmonton
✔️ Personalized financial planning tailored to your needs
✔️ Access to BMO’s comprehensive resources and support
✔️ Proven track record of client satisfaction
✔️ Commitment to building long-term relationships
Take the first step towards achieving your financial dreams. Contact Jerry today and let’s get started on your path to financial success!
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Location & Hours:
145 Ordze Ave
Sherwood Park, AB T8B 1M6
  • Mon: 10:00 AM - 4:00 PM
  • Tue: 10:00 AM - 4:00 PM
  • Wed: 10:00 AM - 4:00 PM
  • Thu: 10:00 AM - 6:00 PM Open
  • Fri: 10:00 AM - 6:00 PM
  • Sat: 10:00 AM - 3:00 PM
  • Sun: Closed