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Michael Clark, CFA

Senior Investment Counsellor & Portfolio Manager

Michael spends time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money. Spending time to develop a relationship and understanding is a focus during this process.  

Then with the knowledge of his clients, along with his passionate, diverse team of wealth management professionals, Michael can create a customized, flexible investment plan. Knowing that people change over time, plans should too. He adjusts 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. 

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Maya Patrie, CFA, CFP, FCSI

Senior Investment Counsellor & Portfolio Manager

For more than 20 years, Maya has had the privilege of advising affluent investors across the Prairies. She started her career at BMO Nesbitt Burns in 1995 and have worked in the Canadian banking community ever since.

Maya holds a Bachelor of Commerce from McGill University and extensive industry designations that include the Chartered Financial Analyst (CFA®), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Fellow of the Canadian Securities Institute (FCSI®), and Certified International Wealth Manager (CIWM). A Canadian of Ukrainian and Japanese descent, Maya speaks Japanese and French.

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Andrew Stewart, FCSI, CFP, CFA

Senior Investment Counsellor & Portfolio Manager

With 20 years of investment management experience, Andrew joined BMO Private Wealth in 2001. He has a Bachelor of Commerce degree from Dalhousie University and extensive industry designations that include the Chartered Financial Analyst (CFA®), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Fellow of the Canadian Securities Institute (FCSI®).  

Andrew spends 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, he creates a customized, flexible investment plan that he adjusts regularly to external conditions and personal transitions. 

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Eric Wong, CFA, CFP, CPA, MBA, CMT

Senior Investment Counsellor & Portfolio Manager

Eric is currently responsible for providing investment counselling to high net worth clients. He helps clients to preserve and grow their wealth by delivering solutions aligned to their individual needs. His investment philosophy is to generate returns over the long term, while minimizing and controlling risk through strategic use of asset classes and prudent diversification. Using a holistic approach, Eric collaborates with his colleagues in BMO Private Banking to design integrated solutions to enable clients to help achieve their personal wealth goals.Eric’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Eric knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.