Richard Wong
Gestionnaire de Portefeuille-Actions chez 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.
Postes actifs de Richard Wong
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Anciens postes connus de Richard Wong
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Richard Wong
| University of British Columbia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |