Keith Wang

Keith Wang: Email & Phone Number

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Senior Investment Counsellor & Portfolio Manager at BMO Private Wealth|Toronto, Ontario, Canada

Position:

Senior Investment Counsellor & Portfolio Manager at BMO Private Wealth

Location:

Toronto, Ontario, Canada

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Last updated: 2026-06-26
Updated: 2026-06-26

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Work Experience 30 years

Senior Investment Counsellor & Portfolio Manager at BMO Private Wealth

Aug 2006 - Current

Senior Financial Consultant at MD Financial Management | Gestion financière MD

Oct 2003 - Aug 2006

Financial Advisor at CIBC

Sep 1996 - Oct 2003

Keith Wang started working in 1996, then the employee has changed 2 companies and 2 jobs. On average, Keith Wang works for one company for 9 years 11 months.

Keith is proficient in English and Mandarin and Cantonese.

Keith holds CFA Institute Charterholder, Certified Financial Planner (CFP), and Chartered Financial Analyst (CFA) certifications.

Education

University of Toronto

Keith Wang Namesakes

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