Howard Wong Email
Senior Wealth Advisor @ WealthCo.
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Howard Wong Location
- Calgary, AB, CA
Howard Wong Work
- Senior Wealth Advisor @ (February 2022 - Present)
- Regional Consultant, Investments @ (October 2019 - February 2022)
- Vice President @ (March 2015 - May 2019)
- Regional Associate, Investments @ (December 2011 - March 2015)
- Business Development Manager @ (September 2009 - December 2011)
- Mutual Funds Advisor, Telefund Desk @ (July 2007 - September 2009)
Howard Wong Education
- The University of British Columbia
B.Sc. (Biology, Commerce & Economics)
2003-2008
Howard Wong Skills
- Project Management
- Sales
- Marketing
- Planning
- Public Speaking
- CIM
- Financial Planning
- Estate Planning
- Salesforce.com
- Tax Planning
- Tax
- Portfolio Management
- Investments
- Finance
- Individual Pension Plans
- Investment Advisory
- Asset Allocation
- Equities
- Wealth Management
- Presentation
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Risk Management
- Asset Management
- Socially Responsible Investing
- Financial Analysis
- French
- Securities
- Investment Management
- CAD
- AutoCAD
- SketchUp
- SAP2000
- Microsoft Visual Studio C++
- Matlab
- Microsoft Excel
- Microsoft Word
Howard Wong Summary
- Howard Wong, based in Calgary, AB, CA, is currently a Senior Wealth Advisor at The WealthCo. Group of Companies. Howard Wong brings experience from previous roles at Desjardins, Connor, Clark & Lunn Private Capital Ltd., Empire Life and NEI Investments. Howard Wong holds a 2003 - 2008 B.Sc. in Biology, Commerce & Economics @ The University of British Columbia. With a robust skill set that includes Project Management, Sales, Marketing, Planning, Public Speaking and more. Howard Wong has 1 emails on RocketReach.
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