Mona Chong

BA — Associate Investment Advisor 

A graduate from the University of Toronto, Mona has more than 23 years of experience in the investment industry. She has worked at Merrill Lynch, Admax International Investments Ltd. and BMO Nesbitt Burns. Mona has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and the Investment Advisor Training Program.

Mona oversees all aspects of client services, including documentation, account maintenance and executing trades. With the majority of her career spent assisting in private wealth administration, Mona is extremely knowledgeable, and is committed to providing clients with the highest level of customer service.