Welcome

As an Investment Counsellor at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy and simplify their wealth management needs.

I spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, I create a customized, investment plan that can adapt to external conditions and personal transitions. 

This approach saves you time and worry when making important decisions. You know your financial affairs are in order and remain on track to reach your goals throughout your life – the ultimate benchmark of success. BMO Private Investment Counsel Inc. – one of Canada’s oldest and largest investment counselling firms – is the investment arm of the BMO Private Banking group and manages over $30 billion in assets. 
  
As my client, you will benefit from having me as a dedicated Investment Counsellor, backed by our award-winning investment platform. We offer discretionary investment management services, and our institutionalized decision making process ensures you get the highest standard of professional expertise, and keep your investment decisions aligned with your goals.

Keith Wang

Keith Wang, CFA®, CFP®

Senior Investment Counsellor & Portfolio Manager

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.

Evaluating Portfolio Performance

The attached article, Evaluating Portfolio Performance, discusses the different benchmarks and indices that you can use, but also discusses the concept of goals-based investing.
Evaluating Portfolio Performance

Tax Tips For Investors, 2026 Edition

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.
Tax Tips For Investors, 2026 Edition

Teaching your children about money

When a child starts to receive or earn their own money through an allowance, family gifts or a part-time job, their natural instinct is to spend it all. However, it’s never too early to start teaching children the importance of savings, and to respect the fact that money can also serve other goals, like sharing it to help others.
Teaching your children about money

Periodic Table of Asset Class Returns

As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
Periodic Table of Asset Class Returns

About Me


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 joined BMO Private Banking in 2006 as an Investment Counsellor and has over 25 years of financial industry experience.   I am a member of the CFA institute and is a member of the Toronto CFA society.   Prior to joining BMO, I was a senior Financial Consultant for MD Management Inc. providing investment and financial advice to physician clients and their families. I am a graduate from the University of Toronto and enjoys traveling with my family and is an avid fan of Toronto Maple Leafs and the Toronto Raptors.