Jeffrey M. Wong, CFA
Director & Senior Investment Counsellor
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Jeff joined BMO Private Investment Counsel Inc. in July 2010 and is currently responsible for designing customized discretionary investment portfolios for institutional and high net worth clients in the Mississauga, Oakville & Burlington region.
With BMO Financial Group since: 2010
Prior to joining BMO Private Banking, Jeff was employed with two other investment counselling firms where he gained broad experience in managing institutional pension funds, pooled funds and private client portfolios. Jeff specialized in the management of Canadian equities for his previous firms.
Jeff started his investment career as a research analyst working for two bank owned brokerage firms where he specialized in quantitative analysis and the Canadian retailing & merchandising industry.
He is a member of the CFA Institute and the Toronto CFA Society.
In the Investment Management industry since: 1993