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Winifred Tong
Associate Vice President, Client Advisory at Focus Asset Management
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Work Experience
Jan 2022 - Present · 3 years
Associate Vice President, Client Advisory
Oct 2023 - Present · 1 years and 3 months
Senior Associate, Client Advisory
Jan 2022 - Sep 2023 · 1 years and 8 months
Associate Consultant
Aug 2015 - Dec 2021 · 6 years and 4 months
Company Details
11-50 Employees
Focus Asset Management is an independent, privately owned investment management firm, founded in 2009. We manage segregated portfolios and pooled funds of public equities, fixed income, securities, and private investments for high net worth individuals, families, and foundations. Our team of professionals has managed investment portfolios through the most turbulent periods during the last 30 years, and for decades we have helped our clients navigate across a wide range of wealth management needs. We are passionate and single-minded about managing our clients’ wealth and believe that their experience pervades everything we do.
Year Founded
2009
Social Media
Linkedin
Industry
Investment Management, Asset management consultants, Financial and insurance services, Business Services, Independent financial advisers
HQ Location
200 King St W 610 Toronto, Ontario M5H 3T4, CA
Keywords
Asset ManagementWealth PlanningInfrastructureInvestment StrategiesPrivate EquityAlternative AssetsResidential Real Estate Advisory
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