David Heng, CFA

My Background

David Heng joined BMO in 2016 and has been providing financial advice at both the retail and Private Banking levels. Throughout his career, he has developed a great passion for solving and optimizing complex wealth management challenges for his clients. Now as an Investment Advisor with Groupe Larivère at BMO Nesbitt Burns, he can fully exercise this passion by dedicating his financial expertise to the needs of business owners, professionals and their families. David graduated from HEC Montreal with a Bachelor’s degree in finance and is currently pursuing his Chartered Financial Analyst (CFA) designation, as a candidate for the CFA level III exam in May 2021.