Keith Wang has more than 30 years of investment management experience serving high-net-worth families, including the past 20 years at BMO Private Wealth. He serves as lead wealth advisor to his clients, supported by a team of dedicated BMO Private Wealth professionals who deliver comprehensive, customized wealth solutions.

Keith is a member of the CFA Institute and CFA Society Toronto. Prior to joining BMO, he was a Senior Financial Consultant at MD Management Inc., where he provided investment and financial advice to physician clients and their families. He graduated from the University of Toronto and enjoys travelling with his family. He is also a dedicated fan of the Toronto Maple Leafs and the Toronto Raptors.

Sia Long is an Associate Investment Counsellor at BMO Private Wealth. She has more than five years of experience in the investment counsel business and over a decade of experience working with high-net-worth clients. She focuses on developing integrated strategies that bring together investment planning, tax considerations, and broader wealth management needs.

She takes a holistic approach, aligning solutions with each client’s family and business circumstances, and works closely with accountants and legal advisors to deliver a coordinated service experience. Sia is a CFA Charterholder and a member of CFA Society Toronto.

Yancy Liu is a Portfolio Associate with more than 12 years of experience at BMO, including the past eight years at BMO Private Wealth. He works closely with Keith Wang to support the needs of high-net-worth clients and is focused on building strong client relationships through responsive, detail-oriented service.

He has extensive experience supporting clients with trust tax reporting and a broad range of wealth management and investment-related needs, helping ensure a seamless client experience. Yancy is a CFA Charterholder and a member of CFA Society Toronto.

Rachelle Luk is a Portfolio Assistant with more than three years of experience at BMO Private Wealth and over five years in the financial services industry, all with BMO. She provides administrative and operational support for clients’ investment and wealth planning needs while helping maintain a high standard of service across the team.

She is committed to building meaningful client relationships and fostering strong connections across the broader team and organization.