Eric Wong, CFA

Director, Senior Investment Counsellor

Tel: 780-408-0170

Address

BMO Private Wealth
10175 101 St NW
20th Floor
Edmonton, AB
T5J 0H3
Map

Contact Me

Our Partner

Our Partners

Investment Management Advisory

Eric Wong, CFA, CFP, CPA, CMA, MBA, CMT 
Director and Senior Investment Counsellor

As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. 
I spend time getting an in-depth understanding about 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, I create 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 12 years of investment management experience, I joined BMO Private Wealth in 2017. I have an undergraduate degree at Simon Fraser University and an MBA at Queen's University, and am a member of the CFA Institute and FP Canada.

Wealth Structuring and Business Value Monetization 

Kimiko Comeau, CFA 
Director, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.

Jennifer Muscoft, CPA, CA, TEP 
Director, Tax Planning

Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.

Mo Zhou, FMA, CIM
Director Wealth Planning, BMO Wealth Planning

Mo is passionate about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he leverages the knowledge and expertise of our in-house tax, estate, insurance and philanthropic professionals. Mo advises high net worth families and business owners on complex issues. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.
 

Longevity and Legacy Planning

Gayle Pederson, TEP, CFP, MTI
Director, Will and Estate Planning 

Gayle has over 20 years of experience in the area of wills, estates and trusts. She joined BMO as a Trust Officer in 2002 and was responsible for the administration of many estates and trusts until she began assisting BMO clients with their planning in 2010.

Gayle is committed to continuing education in this ever changing area of wealth planning. In addition to discussing the technical issues, Gayle enjoys passing on helpful practical information that she has gained over her many years of experience administering estates and trusts 

Ching Du, BSC, CFP
Associate Director, Senior Trust Officer

As a Trust Officer at BMO Private Wealth, Ching specializes in the efficient and effective transfer of wealth through estate and trust administration, power of attorney services, and financial concierge programs. Ching has worked in the financial industry for 25 years, and has over 15 years of experience in Wealth and Estate planning. Ching manages estates with various complexities and is well equipped to recognize and plan against potential issues in estate administration.
 

Alpha Enhanced Returns and Leveraged Solutions

Bryan Bachman, B.Comm
Senior Private Banker

Bryan Bachman began his career with BMO Bank of Montreal in 2004 working in various retail positions throughout the Edmonton Metro area. Prior to joining the Private Bank, Bryan was working within the BMO Commercial Banking division for several years in numerous positions including a health care lending specialist. In this role, he was actively involved in providing tailored and customized financing and cash management solutions through-out Northern Alberta for acquisitions and new startups.

Christine Miller 
Senior Private Banker 

As a Private Banker at BMO Private Wealth, Christine advises Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.
 
Christine joined BMO Private Wealth in 2019 and I have over 20 years of banking and borrowing experience. She graduated from Lakeland College with honors attaining a diploma in Financial Planning & Accounting. She has completed the PFP and Advanced Retirement Management Strategies through the Canadian Securities Institute.

Gloria Lau
BMO Capital Markets, Structured Notes and PPN's


Commerical Banking

Dejan Dimic
Senior Relationship Manager

My professional experience in the financial services industry is completely comprised of Commercial Banking. Over the last 7 years, I have developed my skills and understanding of diversified financing in the mid-market which when paired with strong personal skills and a devotion to client satisfaction results in a highly beneficial relationship for all parties. My clients have come to expect a certain level of service which I have provided over the years and this is an important value add which I provide. Along with my commercial lending experience I am also working towards my Chartered Financial Analyst Level III exam which highlights financial analysis and portfolio management. By no means does this make me an expert in these fields but instead provides me the right tools to bring the right people to the right tables.