Profilo
Edwin Wong worked as a Portfolio Manager at Scotia Wealth Management from 2013 to 2016.
He then served as a Vice President at MCA Cross Border Advisors, Inc. from 2016 to 2020.
Currently, he is a Senior Portfolio Manager at Tacita Capital, Inc. starting from 2020.
Mr. Wong holds an MBA from the University of Toronto and an undergraduate degree from Wilfrid Laurier University, which he received in 1996.
Precedenti posizioni note di Edwin Wong
| Società | Posizione | Fine |
|---|---|---|
Tacita Capital, Inc.
 Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Gestore di Portafoglio-Azioni | 01/04/2023 |
MCA Cross Border Advisors, Inc.
 MCA Cross Border Advisors, Inc. Investment ManagersFinance MCA Cross Border Advisors, Inc. is a firm that specializes in cross border tax, investment, and financial planning. The private company is based in Montréal, Canada. The company's consultants have extensive experience working with Canadians moving to the US, Americans moving to Canada, and citizens living in other countries. | Corporate Officer/Principal | 01/01/2020 |
| Scotia Wealth Management | Corporate Officer/Principal | 01/10/2016 |
Formazione di Edwin Wong
| Wilfrid Laurier University | Undergraduate Degree |
| University of Toronto | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Tacita Capital, Inc.
Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Finance |
MCA Cross Border Advisors, Inc.
MCA Cross Border Advisors, Inc. Investment ManagersFinance MCA Cross Border Advisors, Inc. is a firm that specializes in cross border tax, investment, and financial planning. The private company is based in Montréal, Canada. The company's consultants have extensive experience working with Canadians moving to the US, Americans moving to Canada, and citizens living in other countries. | Finance |
| Scotia Wealth Management |
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- Edwin Wong
