Jessica Kong, CFA
Jessica is an Investment Counsellor on the Private Banking team in Vancouver, BC. She collaborates with bankers and a team of specialized planners to help clients make important investment decisions that lead to long-term financial success. Recognizing the unique challenges each client faces and understanding the important role that human emotions play in the decision-making process, Jessica believes that having a contrarian mindset, disciplined investment approach as well as consistency in execution are keys to successful investing.
Jessica is a CFA charterholder and Discretionary Portfolio Manager in British Columbia and Ontario. Joining BMO in 2011, Jessica possesses extensive experience across a broad spectrum of wealth management services including retail, full-service brokerage and investment management, working both at a national level and in local sales teams. Jessica is frequently recognized by her clients, colleagues and senior leadership team for her leadership and outstanding service and support provided for the benefit of Private Banking clients. She is a BMO Platinum Award recipient and multi-time BMO Beam and Spotlight Award Recipient. Outside of BMO, Jessica is involved with Junior Achievement Canada where she inspires and prepares young people for success in their higher education and career. Jessica is a member of the CFA Institute, CFA Society Vancouver and Women in Capital Markets. Click here to read Jessica's biography in Simplified Chinese.