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Jeffrey M Wong, CFA

Jeffrey M Wong, CFA

Research Analyst

Followers of Jeffrey M Wong, CFA113 followers
location of Jeffrey M Wong, CFAOakville, Ontario, Canadá

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  • Timeline

  • About me

    Senior Investment Counsellor & Portfolio Manager

  • Education

    • University of Toronto

      -
      Bachelor of Science - BS Actuarial Science, Economics & Statistics

  • Experience

    • Levesque Beaubion Geoffrion

      Sept 1993 - Jan 1995
      Research Analyst

    • TD Securities

      Jan 1995 - Mar 1998
      Research Analyst

    • Co-Operators Investment Management

      Mar 1998 - Jun 2005
      Portfolio Manager

    • Morrison Williams Investment Management LP

      Jun 2005 - Jan 2010
      VP Portfolio Manager

    • BMO PRIVATE INVESTMENT COUNSEL INC

      Jun 2010 - now
      Senior Investment Counsellor & Portfolio Manager

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jan 1999

    • Canadian Securities Course

      Canadian Securities Institute
      Jan 1992