Fergus Wong, Cfa
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Fergus Wong, Cfa Email & Phone Number

Associate Portfolio Manager at RBC PH&N Investment Counsel
Location: Vancouver, British Columbia, Canada 10 work roles 2 schools
1 work email found @rbc.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email f****@rbc.com
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Current company
RBC PH&N Investment Counsel
Role
Associate Portfolio Manager
Location
Vancouver, British Columbia, Canada
Company size
220 employees

Who is Fergus Wong, Cfa? Overview

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Quick answer

Fergus Wong, Cfa is listed as Associate Portfolio Manager at RBC PH&N Investment Counsel, a with 220 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Fergus Wong, Cfa.

Fergus Wong, Cfa previously worked as Portfolio Associate at Bmo Private Banking and Portfolio Assistant at Bmo Private Banking. Fergus Wong, Cfa holds Bachelor Of Business Administration (Bba), Finance And Economics from Simon Fraser University.

Company email context

Email format at RBC PH&N Investment Counsel

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*@rbc.com
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Profile bio

About Fergus Wong, Cfa

Fergus Wong, Cfa is a Associate Portfolio Manager at RBC PH&N Investment Counsel. He possess expertise in violin, teaching, economics, social media, academic research and 13 more skills. He is proficient in English.

Listed skills include Violin, Teaching, Economics, Social Media, and 14 others.

Current workplace

Fergus Wong, Cfa's current company

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RBC PH&N Investment Counsel
Rbc Ph&N Investment Counsel
Associate Portfolio Manager
toronto, ontario, canada
Website
rbcphnic.com
Employees
220
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Company profile
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10 roles

Fergus Wong, Cfa work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Td

Vancouver, Canada Area

Jan 2018 - Apr 2018

Financial Services Representative

Td

Vancouver, Canada Area

Apr 2017 - Jan 2018

Customer Service Representative

Td Canada Trust

East Broadway, Vancouver, Bc

Proactively engage with customers to understand, anticipate and meet their financial needs. Critically diagnose customer concerns and provide appropriate products. Complete banking transactions efficiently and accurately. Actively consult customer service manager for feedback and skills refinement.

Apr 2016 - Apr 2017

Private Tutor - Ssat Math Specialist

Global Ivy Education
Apr 2014 - May 2016

Fund Administration Associate

Investment Administration Solution Inc.

Vancouver, Canada Area

Preparing NAV for Mortgage, Fixed Income, Equity Funds. Pricing warrants, options and private equities for valuation purposes. Compile weekly reconciliation and posting packages, while working closely with senior fund accountants. Perform quality checks.

Apr 2015 - Jan 2016

Member

Case Competition Training Cohort

Simon Fraser University

Sep 2014 - Nov 2014

Research Assistant

Modal Research

Simon Fraser University Burnaby Campus

- Compile and translate research findings into presentable Excel spreadsheets for senior researchers- Transcribe interviews, organize and summarize key findings - Identify and report outliers - Document work progress and maintain communication with BaseCamp- Research concentrates around BC highschool students and their interpretation of Artistic Learning

Sep 2013 - Sep 2014
Team & coworkers

Colleagues at RBC PH&N Investment Counsel

Other employees you can reach at rbcphnic.com. View company contacts for 220 employees →

JS John Spitman Cfa, Cfp, Fcsi, Cim, Ba John Spitman Cfa, Cfp, Fcsi, Cim, Ba Colleague at Rbc Ph&N Investment CounselToronto, Ontario, Canada View → DN Denise Ngock Denise Ngock Colleague at Rbc Ph&N Investment CounselVancouver, British Columbia, Canada View → PV Petar Vranic, Cfa Petar Vranic, Cfa Colleague at Rbc Ph&N Investment CounselToronto, Ontario, Canada View → KK Kamal Kosalram Kamal Kosalram Colleague at Rbc Ph&N Investment CounselGreater Toronto Area, Canada View → PM Pranav M. Pranav M. Colleague at Rbc Ph&N Investment CounselGreater Vancouver Metropolitan Area, Canada View → AN Aminah Najarali, Chrp Aminah Najarali, Chrp Colleague at Rbc Ph&N Investment CounselGreater Toronto Area, Canada View → SS Sia Singer Sia Singer Colleague at Rbc Ph&N Investment CounselVancouver, British Columbia, Canada View → KP Keith Punter, Cfa Keith Punter, Cfa Colleague at Rbc Ph&N Investment CounselGreater Vancouver Metropolitan Area, Canada View → AR Angelin Roshana Thanabalasingam Angelin Roshana Thanabalasingam Colleague at Rbc Ph&N Investment CounselCanada View → JT Julie Tupman, Cfa, Cfp, Cim Julie Tupman, Cfa, Cfp, Cim Colleague at Rbc Ph&N Investment CounselCalgary, Alberta, Canada View →
2 education records

Fergus Wong, Cfa education

Bachelor Of Business Administration (Bba), Finance And Economics

Simon Fraser University

Activities and Societies: Case Competition Training Cohort Fall 2014

FAQ

Frequently asked questions about Fergus Wong, Cfa

Quick answers generated from the profile data available on this page.

What company does Fergus Wong, Cfa work for?

Fergus Wong, Cfa works for RBC PH&N Investment Counsel.

What is Fergus Wong, Cfa's role at RBC PH&N Investment Counsel?

Fergus Wong, Cfa is listed as Associate Portfolio Manager at RBC PH&N Investment Counsel.

What is Fergus Wong, Cfa's email address?

AeroLeads has found 1 work email signal at @rbc.com for Fergus Wong, Cfa at RBC PH&N Investment Counsel.

Where is Fergus Wong, Cfa based?

Fergus Wong, Cfa is based in Vancouver, British Columbia, Canada while working with RBC PH&N Investment Counsel.

What companies has Fergus Wong, Cfa worked for?

Fergus Wong, Cfa has worked for Rbc Ph&N Investment Counsel, Bmo Private Banking, Td, Td Canada Trust, and Global Ivy Education.

Who are Fergus Wong, Cfa's colleagues at RBC PH&N Investment Counsel?

Fergus Wong, Cfa's colleagues at RBC PH&N Investment Counsel include John Spitman Cfa, Cfp, Fcsi, Cim, Ba, Denise Ngock, Petar Vranic, Cfa, Kamal Kosalram, and Pranav M..

How can I contact Fergus Wong, Cfa?

You can use AeroLeads to view verified contact signals for Fergus Wong, Cfa at RBC PH&N Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did Fergus Wong, Cfa attend?

Fergus Wong, Cfa holds Bachelor Of Business Administration (Bba), Finance And Economics from Simon Fraser University.

What skills is Fergus Wong, Cfa known for?

Fergus Wong, Cfa is listed with skills including Violin, Teaching, Economics, Social Media, Academic Research, Frontpage, Microsoft Excel, and Peer Tutoring.

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