Jeffrey M. Wong, CFA

Senior Investment Counsellor & Portfolio Manager

Tel: 905-845- 1066

Address

BMO Private Wealth
6605 Hurontario St
Suite 250
Mississauga , ON
L5T 0A4
Map

BMO Private Wealth
360 Oakville Place Drive
Oakville, ON
L6H 6K8

Contact Me

Publications

Economic and Market Updates

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Focus

Focus is a weekly financial digest.

Global Markets Commentary

The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.

Education and Knowledge

Periodic Table of Asset Class Returns

As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.

Research

Rates Scenario

Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

Managing Your Wealth

Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.