Richard Wong
Portfolio Manager-Aktien bei Mackenzie Financial Corp.
Profil
Mr. Richard Y.
Wong, CFA, is a Senior Vice President, Investment Management, Portfolio Manager & Head of Team at Mackenzie Financial Corp.
He has extensive experience in fundamental equity analysis and portfolio construction.
He joined Mackenzie Investments in 2016 and has over 25 years of investment experience.
Prior to joining Mackenzie Investments, Mr. Wong was a Global Portfolio Manager at a Canadian institutional value investment firm with more than $5 billion in client assets.
He started his career in the corporate and investment banking group of a major Canadian bank.
He has a B.
Comm.
(Finance) with honours from the University of British Columbia.
He is a CFA charter holder.
Aktive Positionen von Richard Wong
Unternehmen | Position | Beginn |
---|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Portfolio Manager-Aktien | 01.01.2016 |
Ehemalige bekannte Positionen von Richard Wong
Unternehmen | Position | Ende |
---|---|---|
Lincluden Management Ltd.
Lincluden Management Ltd. Investment ManagersFinance Established in 1982, Lincluden Investment Management Ltd. (LIM) specializes in investing in North American markets, assuming responsibility for assets on behalf of institutional clients. Located in Oakville, Ontario, they are a subsidiary of United Asset Management Corp. Their ultimate parent is Old Mutual plc (LSE: OML). | Analyst-Equity | 16.09.2010 |
Lincluden Investment Management Ltd.
Lincluden Investment Management Ltd. Investment ManagersFinance Founded in 2011, Lincluden Investment Management Ltd. is an investment advisor located in Mississauga, Ontario. The firm provides discretionary investment management for institutional and private clients. | Analyst-Equity | - |
TD Securities, Inc.
TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Corporate Officer/Principal | 30.06.1997 |
Ausbildung von Richard Wong
University of British Columbia | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
Lincluden Management Ltd.
Lincluden Management Ltd. Investment ManagersFinance Established in 1982, Lincluden Investment Management Ltd. (LIM) specializes in investing in North American markets, assuming responsibility for assets on behalf of institutional clients. Located in Oakville, Ontario, they are a subsidiary of United Asset Management Corp. Their ultimate parent is Old Mutual plc (LSE: OML). | Finance |
TD Securities, Inc.
TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Finance |
Lincluden Investment Management Ltd.
Lincluden Investment Management Ltd. Investment ManagersFinance Founded in 2011, Lincluden Investment Management Ltd. is an investment advisor located in Mississauga, Ontario. The firm provides discretionary investment management for institutional and private clients. | Finance |
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Finance |