Wealth Advisor, Advising Representative
Current
Jan 2023 - Present
AeroLeads people directory · profile
Daniel Wong, Cfa Email & Phone Number
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
at
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
1 work email found
@cclgroup.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Location
Vancouver, British Columbia, Canada
Company size
Who is Daniel Wong, Cfa? Overview
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Quick answer
Daniel Wong, Cfa is listed as Connor, Clark & Lunn Private Capital Ltd. (CC&L) at Connor, Clark & Lunn Private Capital Ltd. (CC&L), a company with 100 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at cclgroup.com and a matched LinkedIn profile for Daniel Wong, Cfa.
Daniel Wong, Cfa previously worked as Wealth Advisor, Advising Representative at Connor, Clark & Lunn Private Capital Ltd. (Cc&L) and Vice President, Portfolio Manager at Connor, Clark & Lunn Private Capital Ltd. (Cc&L). Daniel Wong, Cfa holds B.Sc, Biological Sciences from The University Of British Columbia.
Company email context
Email format at Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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*@cclgroup.com
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AeroLeads found 1 current-domain work email signal for Daniel Wong, Cfa. Compare company email patterns before reaching out.
Profile bio
About Daniel Wong, Cfa
Daniel Wong, Cfa is a Connor, Clark & Lunn Private Capital Ltd. (CC&L) at Connor, Clark & Lunn Private Capital Ltd. (CC&L). He possess expertise in portfolio management, investment strategies, private equity, alternative investments, trading strategies and 7 more skills. He is proficient in English and Cantonese.
Listed skills include Portfolio Management, Investment Strategies, Private Equity, Alternative Investments, and 8 others.
Current workplace
Daniel Wong, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Connor, Clark & Lunn Private Capital Ltd. (Cc&L)
5 roles
Daniel Wong, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President, Portfolio Manager
By introducing affluent Canadians and their families, as well as foundations and other not-for-profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals.I adhere to the key principles of listening and responding, placing.
Sep 2021 - Jan 2023
Principal | Vice President, Portfolio Manager
Appointed Principal of the firm in January 2020.
Jan 2015 - Sep 2021
Portfolio Manager
Member of the CC&L Private Capital Asset Allocation team, responsible for the portfolio management, construction, and implementation of the firm's strategic and tactical asset allocation strategies.Registered Portfolio Manager in BC, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Maritimes, Yukon, and Territories.
Mar 2008 - Dec 2014
Head Trader
Responsible for trading money market, fixed income, and equity securities in private client and institutional accounts.Particular focus on income trusts, oil & gas, and Canadian small and midcap sectors.Adhere to best execution practices and formulated trading strategies with goal of maximizing net alpha, controlling risks, and minimizing costs.Design and.
Apr 2001 - Feb 2008
Team & coworkers
Colleagues at Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Other employees you can reach at cclprivatecapital.com. View company contacts for 100 employees →
KR
Kimberly Rosario
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Canada, Canada
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AM
Adesh Mehta
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Burlington, Ontario, Canada, Canada
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SS
Steve Satov
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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CG
Carmen Giblett
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Regina, Saskatchewan, Canada, Canada
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AH
Ameer Hamza Khan
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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BL
Brendan Livingstone, Cfa
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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SP
Shane Paikin, Caia, Cim
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Calgary, Alberta, Canada, Canada
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TC
Taylor Chase, Cfa
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Edmonton, Alberta, Canada, Canada
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LP
Linda Patino
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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JC
James Capling
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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Kimberly Rosario
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Canada, Canada
View →
AM
Adesh Mehta
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Burlington, Ontario, Canada, Canada
View →
SS
Steve Satov
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
View →
CG
Carmen Giblett
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Regina, Saskatchewan, Canada, Canada
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AH
Ameer Hamza Khan
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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BL
Brendan Livingstone, Cfa
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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SP
Shane Paikin, Caia, Cim
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Calgary, Alberta, Canada, Canada
View →
TC
Taylor Chase, Cfa
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Edmonton, Alberta, Canada, Canada
View →
LP
Linda Patino
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
View →
JC
James Capling
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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1 education record
Daniel Wong, Cfa education
FAQ
Frequently asked questions about Daniel Wong, Cfa
Quick answers generated from the profile data available on this page.
What company does Daniel Wong, Cfa work for?
Daniel Wong, Cfa works for Connor, Clark & Lunn Private Capital Ltd. (CC&L).
What is Daniel Wong, Cfa's role at Connor, Clark & Lunn Private Capital Ltd. (CC&L)?
Daniel Wong, Cfa is listed as Connor, Clark & Lunn Private Capital Ltd. (CC&L) at Connor, Clark & Lunn Private Capital Ltd. (CC&L).
What is Daniel Wong, Cfa's email address?
AeroLeads has found 1 work email signal at @cclgroup.com for Daniel Wong, Cfa at Connor, Clark & Lunn Private Capital Ltd. (CC&L).
Where is Daniel Wong, Cfa based?
Daniel Wong, Cfa is based in Vancouver, British Columbia, Canada while working with Connor, Clark & Lunn Private Capital Ltd. (CC&L).
What companies has Daniel Wong, Cfa worked for?
Daniel Wong, Cfa has worked for Connor, Clark & Lunn Private Capital Ltd. (Cc&L), Connor Clark & Lunn Private Capital Ltd., and Cypress Capital Management Ltd..
Who are Daniel Wong, Cfa's colleagues at Connor, Clark & Lunn Private Capital Ltd. (CC&L)?
Daniel Wong, Cfa's colleagues at Connor, Clark & Lunn Private Capital Ltd. (CC&L) include Kimberly Rosario, Adesh Mehta, Steve Satov, Carmen Giblett, and Ameer Hamza Khan.
How can I contact Daniel Wong, Cfa?
You can use AeroLeads to view verified contact signals for Daniel Wong, Cfa at Connor, Clark & Lunn Private Capital Ltd. (CC&L), including work email, phone, and LinkedIn data when available.
What schools did Daniel Wong, Cfa attend?
Daniel Wong, Cfa holds B.Sc, Biological Sciences from The University Of British Columbia.
What skills is Daniel Wong, Cfa known for?
Daniel Wong, Cfa is listed with skills including Portfolio Management, Investment Strategies, Private Equity, Alternative Investments, Trading Strategies, Investments, Financial Modeling, and Mutual Funds.
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