James Wong Email & Phone Number
VP High Net Worth Planning @ RBC Wealth Management
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James Wong Location
- Toronto, ON, CA
James Wong Work
- 2024 -now VP High Net Worth Planning @
- 2021 -2024 Director Family Enterprise Planning @
- 2020 -2021 Vice President Ultra-High Net Worth Planning @ BMO Private Wealth
- 2012 -2020 Vice President Business Succession Planning @ RBC Wealth Management
- 2000 -2012 Vice President Succession Planning @
- 1997 -2000 Senior Consultant at Special Loans @ National Bank of Canada
- 1988 -1994 Senior Manager @ RSM Richter
James Wong Education
- Canadian Institute of Chartered Business Valuators
CBV (Business Valuation)
1990-1996 - Institute of Chartered Accountants of Ontario
CA (Accounting)
1987-1988 - Institute of Chartered Accountants of England and Wales
ACA (Accountancy)
1983-1986 - University of Canterbury, NZ
Master of Commence (Accounting and Finance)
1979-1983 - Institute of Chartered Business Valuators
(Business Valuation)
1998
James Wong Skills
- Wealth Management
- High Net Worth Individuals
- Estate Planning
- Strategic Financial Planning
- Private Banking
- Wealth Management Services
- Wealth
- Investments
- Banking
- Family Office
- Investment Advisory
- Retirement Planning
- Portfolio Management
- Financial Analysis
- Succession Planning
- Management
- Project Management
- Microsoft Excel
- Marketing
- Project Planning
- High Net Worth
- Strategic Financial
James Wong Summary
- James Wong, based in Toronto, ON, CA, is currently a VP High Net Worth Planning at RBC Wealth Management. James Wong brings experience from previous roles at BMO Family Office, BMO Private Wealth, RBC Wealth Management and BMO Harris Private Banking. James Wong holds a 1990 - 1996 CBV in Business Valuation @ Canadian Institute of Chartered Business Valuators. With a robust skill set that includes Wealth Management, High Net Worth Individuals, Estate Planning, Strategic Financial Planning, Private Banking and more. James Wong has 1 emails and 1 mobile phone numbers on RocketReach.
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