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Lucie Chen - BMO Investment SpecialistFinancial advisor in Newmarket, ON

Lucie Chen - BMO Investment Specialist is a financial advisor at 17600 Yonge St #11, Newmarket, ON L3Y 4Z1, ranked #9 of 178 investment advisors in Newmarket and rated 5.0 from 3 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Newmarket, ONUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Lucie Chen - BMO Investment Specialist
Address17600 Yonge St #11, Newmarket, ON L3Y 4Z1Get directions
Phone(905) 853-2744
Websitefinancialplanner.bmo.com
HoursMonday to Wednesday: 9:30 AM – 5 PM; Thursday and Friday: 9:30 AM – 6 PM; Saturday: 9:30 AM – 4 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Newmarket and 11 towns within 40 km: East Gwillimbury, Aurora, Keswick, Richmond Hill, Vaughan, Uxbridge, Markham, Alliston, Pickering, North York and Willowdale.

Based in Newmarket, ONView on map

Opening hours

Opening hours for Lucie Chen - BMO Investment Specialist
DayHours
Monday9:30 AM – 5 PM
Tuesday9:30 AM – 5 PM
Wednesday9:30 AM – 5 PM
Thursday9:30 AM – 6 PM
Friday9:30 AM – 6 PM
Saturday9:30 AM – 4 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Lucie Chen - BMO Investment Specialist

How is Lucie Chen - BMO Investment Specialist ranked in Newmarket?

Lucie Chen - BMO Investment Specialist is ranked #9 of 178 investment advisors in Newmarket by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Lucie Chen - BMO Investment Specialist’s hours?

Lucie Chen - BMO Investment Specialist is open Monday to Saturday. Its listed hours are Monday to Wednesday, 9:30 AM – 5 PM; Thursday and Friday, 9:30 AM – 6 PM; Saturday, 9:30 AM – 4 PM. On Saturdays it is open 9:30 AM to 4 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Lucie Chen - BMO Investment Specialist serve?

Serves Newmarket and 11 towns within 40 km: East Gwillimbury, Aurora, Keswick, Richmond Hill, Vaughan, Uxbridge, Markham, Alliston, Pickering, North York and Willowdale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Lucie Chen - BMO Investment Specialist?

Lucie Chen - BMO Investment Specialist has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Lucie Chen - BMO Investment Specialist?

Call Lucie Chen - BMO Investment Specialist on (905) 853-2744. The business is at 17600 Yonge St #11, Newmarket, ON L3Y 4Z1. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Lucie Chen - BMO Investment Specialist compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Lucie Chen - BMO Investment Specialist (this business)—625.0 (3)YesNo
CFP Group#7635.0 (26)NoNo30.6 km
RESCO Mortgage Investment Corporation (RESCO MIC)#8634.8 (24)NoNo27.7 km
Nordic Group of Companies#10623.4 (5)NoNo6.3 km

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