Eric Wong, CFA
Senior Investment Counsellor & Portfolio Manager
Tel:
780-408-0170
Address
BMO Private Wealth
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map
Publications
COVID-19 Update
Perspectives on Investing & the Covid-19 Impact
April 6, 2020: The impact of the COVID-19 virus continues to change each week. Here are some current perspectives for investors during these uncertain times.
Other
Wealth Insights Magazine
The Wealth Insights Magazine highlights several topics, strategies, and solutions for the owner to consider when balancing personal wealth management with the needs of their business venture.
Tax Planning Strategies
Separation, Divorce and Your Financial Plan
Separation, Divorce and Your Financial Plan outlines the financial and tax implications of a breakdown in a relationship for issues relating to both married and unmarried (i.e., “common-law”) spouses.
Managing Your Wealth
Wealth Planning for Uncertain Times
In times of uncertainty and market volatility, creating or updating your wealth plan will help to keep you focused on the long-term and can provide reassurance that your goals remain achievable.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Economic and Market Updates
Equity and Fixed Income Strategy
Strategic commentary on equities and an overview of financial markets.
Global Markets Commentary
The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.
Wealth Experience Podcast
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
Education and Knowledge
Networth Newsletter
A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.
