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Eric (Kai Fung) Wong


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



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.

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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.