Perfil
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.
Antiguos cargos conocidos de Edwin Wong.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Gestor de Cartera-Acciones | 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 |
Formación de Edwin Wong.
| Wilfrid Laurier University | Undergraduate Degree |
| University of Toronto | Masters Business Admin |
Experiencias
Funciones ocupadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 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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