Eric (Kai Fung) Wong

My Background

Eric is currently responsible for providing investment counselling to high net worth clients. He helps clients to preserve and grow their wealth by delivering solutions aligned to their individual needs. His investment philosophy is to generate returns over the long term, while minimizing and controlling risk through strategic use of asset classes and prudent diversification. Using a holistic approach, Eric collaborates with his colleagues in BMO Private Banking to design integrated solutions to enable clients to help achieve their personal wealth goals.Eric’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Eric knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.