Felix Wong
Analyst-Festverzinsliche Wertpapiere bei Mackenzie Financial Corp.
Profil
Mr. Felix C.
Wong, CFA MBA, is a Vice President & Portfolio Manager at Mackenzie Financial Corp.
In his current role, he is responsible for developing trade ideas and overseeing the implementation of tactical portfolio management across investment-grade portfolios.
Mr. Wong also contributes to corporate credit research on Canadian companies in various market sectors.
He career in the investment industry began in 1988.
He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008.
Mr. Wong's previous roles included serving as Assistant Vice President of credit at a large international bank, where he analyzed corporate lending transactions to Canadian corporations, as well as acting as a Research Analyst covering Asian-Pacific industries and companies.
Mr. Wong received his Bachelor of Science and MBA degrees from the University of Toronto.
He is also a CFA charter holder.
Aktive Positionen von Felix 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. | Analyst-Festverzinsliche Wertpapiere | 01.01.2008 |
Ehemalige bekannte Positionen von Felix Wong
Unternehmen | Position | Ende |
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Fuji Bank Canada | Corporate Officer/Principal | - |
Howson Tattersall Investment Counsel Ltd.
Howson Tattersall Investment Counsel Ltd. Investment ManagersFinance Founded in 1962, Howson Tattersall Investment Counsel Ltd. is an investment advisor located in Toronto, Ontario. The firm is also known as Howson Tattersall Private Asset Management. They manage portfolios for leading institutions and wealthy individuals. Howson Tattersall Investment Counsel is a subsidiary of Mackenzie Financial Corp., a Toronto-based registered investment advisor and mutual fund manager. Mackenzie Financial Corp. is part of IGM Financial Inc., (TSX: IGM), one of Canada's largest financial services companies. The firm's ultimate parent is Power Financial Corp. (TSX: PWF) | Portfolio Manager-Fixed Income | 28.01.2011 |
Ausbildung von Felix Wong
University of Toronto | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Howson Tattersall Investment Counsel Ltd.
Howson Tattersall Investment Counsel Ltd. Investment ManagersFinance Founded in 1962, Howson Tattersall Investment Counsel Ltd. is an investment advisor located in Toronto, Ontario. The firm is also known as Howson Tattersall Private Asset Management. They manage portfolios for leading institutions and wealthy individuals. Howson Tattersall Investment Counsel is a subsidiary of Mackenzie Financial Corp., a Toronto-based registered investment advisor and mutual fund manager. Mackenzie Financial Corp. is part of IGM Financial Inc., (TSX: IGM), one of Canada's largest financial services companies. The firm's ultimate parent is Power Financial Corp. (TSX: PWF) | 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 |
Fuji Bank Canada |