Josh Wong's Location
Vancouver, BC, CA
Josh Wong's Work
- Senior Wealth Advisor and Portfolio Manager @ West Oak Family Office
- Mortgage Consultant @ Invis
- Insurance Advisor @ Hollis Insurance Agency Ltd.
- Partner and Portfolio Manager at Lions Gate Private Wealth Counsel, affiliated with iA Private Wealth @ Industrial Alliance Securities
- Marketing Services Representative @ Mackenzie Investments
Josh Wong's Education
- CFA Institute
(Awarded charter in 2012)
2005 - 2007 - Simon Fraser University
BA (Economics)
1999 - 2003
Josh Wong's Skills
- Wealth Management
- Mutual Funds
- Investments
- Securities
- Investment Advisory
- Retirement Planning
- Wealth
- Estate Planning
- Financial Advisory
- Mortgage Lending
Josh Wong's Summary
Josh Wong, based in Vancouver, BC, CA, is currently a Senior Wealth Advisor and Portfolio Manager at Wellington-Altus Private Wealth, bringing experience from previous roles at Invis, Hollis Insurance Agency Ltd., iA Private Wealth and Mackenzie Investments. Josh Wong holds a 2005 - 2007 CFA Institute. With a robust skill set that includes Wealth Management, Mutual Funds, Investments, Securities, Investment Advisory and more, Josh Wong contributes valuable insights to the industry. Josh Wong has 1 email on RocketReach.
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