Skip navigation
    Canada
    Canada
    Navigation skipped
    skip link

    Eric (Kai Fung) Wong
    CFA, CFP, CPA, MBA, CMT

    Address

    10175 – 101 St. NW
    20th Floor
    Edmonton, AB T5J 0H3

    Languages

      English,Mandarin,Cantonese

    My Background

    As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth.

    I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money.

    Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions.

    This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.

    With 12 years of investment management experience, I joined BMO Private Wealth in 2017. I have an undergraduate degree at Simon Fraser University and an MBA at Queen's University, and am a member of the CFA Institute and FP Canada.

    Get directions

    Please enter an address.
    Google Map
    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.