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Ivan Kong
Gordon Lee
Eddy Li
Claire Zhu

Tel: 604-654-2520

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
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BMO Nesbitt Burns – A Profile
BMO Nesbitt Burns is one of North America’s leading full-service investment firms. It has been committed to helping clients meet their investment objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management, including award winning research. BMO Capital Markets has been named the best overall institutional equity research, sales and trading team in Canada, BMO ranked 1st for equity research franchise.* As part of BMO Financial Group,BMO Nesbitt Burns also provides clients with access to one of the broadest selection of wealth management solutions and services available today. 

The Kong Wealth Management Group offers a team approach to service your administrative and portfolio needs with over 30 years of combined financial industry experience. Our associates are highly accomplished and singular experts in their fields. Each brings their own unique set of strengths, skills and talents, collaborating for the inter-generational management of your wealth. Our expertise includes wealth management, corporate investment planning, tax minimization strategy, and non-resident investment solutions.
 
We have expertise in such areas as:

  • Tax efficient investment
  • Financial planning for new immigrants
  • Retirement planning
  • Protecting the value of your estate for your family


Languages Spoken:
English, Cantonese, Mandarin and French