Skip Navigation

Jeffrey M. Wong, CFA

Director & Sr. Investment Counsellor

Tel: 905-670-1799

Jeffrey M. Wong, CFA
Ruby Balagot

Address
6605 Hurontario St
Suite 250
Mississauga , ON
L5T 0A4
Map

Contact Me

About Jeff


 

Jeffrey M. Wong, CFA
Director & Senior Investment Counsellor 

Tel: 905.670.1799
Email: jeff.wong@bmo.com
Connect with me on LinkedIn

 

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. 

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.
With BMO Financial Group since: 2010
In the Investment Management industry since: 1993