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Jeffrey M. Wong, CFA

Director & Sr. Investment Counsellor

Tel: 905-670-1799

6605 Hurontario St
Suite 250
Mississauga , ON
L5T 0A4

Contact Me


Current News / Affairs
U.S. Election - Too Close to Call
You have to give it to Donald Trump and the Republican Party. Based on voting results so far, they have vastly outperformed relatively low expectations, especially in southern states, and could be on their way to once again defying opinion polls and predictive markets. However, this is far from a forgone conclusion...
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
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.
Investment Strategy: 2021 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
COVID-19 Update
Beware of the Parallels Between Today and the Great Depression
May 4, 2020: There is an interesting paradox occurring today where the current economic and market environment is described as ‘unprecedented,’ yet there are consistent parallels drawn between the present circumstances and the Great Depression of the early twentieth century.
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.