My Partners
Alex Li, Senior Investment Counsellor & Portfolio Manager
As a Private Wealth Professional at BMO Private Investment Counsel Inc., Alex offers professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. He spends time getting an in-depth understanding of what a wealthy life means to every client – their priorities on family, work, lifestyle and money. Then, with a passionate, diverse team of wealth management professionals, Alex creates a customized, flexible investment plan that he adjusts regularly to external conditions and personal transitions. This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success. Alex joined BMO Private Wealth in 2008 and has worked in the financial services industry for over 20 years. He is a Chartered Financial Analyst (CFA) and a member of the Toronto CFA Society. Alex has a MBA from the Ivey School of Business at The University of Western Ontario.
Eric Liu, CFA, Senior Investment Counsellor & Portfolio Manager
As a Private Wealth Professional at BMO Private Investment Counsel Inc., Eric offers professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. He spends time getting an in-depth understanding of what a wealthy life means to every client – their priorities on family, work, lifestyle, and money. Then, with a passionate, diverse team of wealth management professionals, Eric creates a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions. This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success. With close to 20 years of investment management experience, Eric Liu joined BMO Private Wealth in 2015. He has a undergraduate degree from The University of Toronto and a Masters of Finance at Queen's University, and is a CFA Charter holder.
Cherry Liu, CIM, PFP, Investment Advisor
Cherry is a trusted advisor and has 10 years of experience advising affluent families, professionals, and entrepreneurs. With a personalized and caring approach and a client-first mindset, she provides diversified investment and financial solutions to help clients achieve their financial goals while maintaining a long-term relationship of trust. Cherry first joined BMO Private Wealth as an investment advisor in 2018 after starting her career with CIBC in 2015. Cherry holds the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations and a Bachelor of Arts, Honors with High Distinction from the University of Toronto. She has a deep understanding of different investment products, securities, and portfolio solutions as well as a passion for helping people solve problems and achieve their goals. She is also fluent in both English and Mandarin Chinese. In her personal time, Cherry volunteers with the Kiwanis Club of Toronto. She enjoys playing tennis, reading, and traveling the world.
Ivy Bao, CPA, Wealth & Tax Planning Consultant
Ivy collaborates with BMO Private Wealth to assist clients to develop holistic wealth management plans. With over a decade of experience in public accounting, Ivy brings a wealth of experience in tax planning, estate strategies, and corporate structuring. She has worked closely with high-net-worth clients, business owners, and families to create tailored, tax-efficient solutions that support their long-term goals. Ivy specializes in tax minimization, estate planning, and intergenerational business transfers.
Jonathan Morse, LL.B, LL.M, TEP, Director, Estate Planning
Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator. As aDirector of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined the BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister.