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BMO Specialist portrait image. Your local Private Wealth specialist in Toronto, ON

Peter Wong

Address

1 First Canadian Place
42nd Floor
Toronto, ON M5X 1H3

Languages

    English

My Background

As a Senior Investment Counsellor, Peter is responsible for meeting the investment management needs of high net worth clients and quasi institutional portfolios in the Greater Toronto Area and South Western Ontario. Prior to assuming his current role, Peter joins us from UBS, where he was Director and Senior Portfolio Manager. He joined UBS in early 2000, where he was responsible for managing high-net-worth and ultra-high-net-worth private client portfolios. He was involved in a variety of investment activities including investment research, tactical asset allocation, stock selection, portfolio construction, and alternative investments (private equity and hedge funds). Peter sat on the Investment Policy Committee and Investment Strategy Committee. Prior to joining UBS he worked in capital markets as an Analyst in the top-ranked Equity Related Products Group in Institutional Equity for Scotia Capital Markets and as an Investment Analyst for Canada Life. Peter is a current member of the Toronto CFA Society and the CFA Institute.

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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.