Jeffrey M. Wong, CFA

Senior Investment Counsellor & Portfolio Manager

Tel: 905-845- 1066


BMO Private Wealth
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8

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

Contact Me

Jeff Wong Testimonials

"Jeff is, above all, a consummate professional who puts his clients first. Accessible and forthright, Jeff clearly
explains market trends, causes and implications along with any recommendations for portfolio adjustments.
All this, in turn, leads to a strong and trusting relationship."

- D.B. -2020

"With his consistent demonstration of attributes including integrity, honesty and full transparency to
complement his knowledge base, Jeff represents a level of professionalism that is both refreshing and
reassuring in these uncertain times."

- T.X. -2020

"As we approached retirement we needed an investment counsellor who could understand our
investment objectives. Jeff keeps us informed frequently about the progress of our portfolio,
clarifying any questions we have when we contact him and providing suggestions regarding
ongoing needs. Jeff has met, and surpassed our expectations!"

-D.F. & C.F. -2020

"I've known Jeff Wong now for almost 10 years. At first we were very hesitant to invest our
money not knowing how the markets operate. We can honestly say now, after a decade later
we are in very good standing thanks to the patience and direction Jeff has provided us. Over
the past years there have been some roadblocks and concerns with the markets, but Jeff's
approach and understanding of the markets has been extremely beneficial. We can honestly
say that our investments are in good hands and have the utmost confidence and respect
moving forward. We say without question that Jeff has always had our best interest when
discussing our portfolio, and this allows to us sleep easy."

-D.M. -2020