Josh Wong comes from one of Canada’s leading investment management firms. He has an extensive background investment research, customer service and registered plan administration.
His duties include investment portfolio construction, marketing, and client communication. Josh is a Chartered Financial Analyst (CFA) charterholder. The CFA program is recognized globally as the gold standard of professional excellence in the investment industry and as of 2012, only 3.1% of financial advisors in Canada hold this designation.
Also, in recognizing the growing need of our clients for advice on mortgage borrowing, Josh is a licensed mortgage broker and is available to help with your residential and commercial financing needs.