Your Investment Portfolio

Investment Management and Advice

 

Whether your focus is preserving wealth, increasing wealth or a mix of both, Elaine Yong, Senior Investment Counsellor will work with you to recommend an investment strategy that can help you achieve your goals.
 

You will benefit from a BMO Private Wealth professional who has access to a team of experts to:

 

  • Gather knowledge to understand you and your needs.

  • Recommend investment strategies and solutions, based on our best investment thinking, informed by your needs and goals and in your best interest.