David Heng, CFA

Address

1501 McGill College Avenue
Suite 3200
Montréal, QC H3A 3M8

Languages

English, French, Mandarin

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.

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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.

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