Mani Wong

Portfolio Manager, Vice-President


A graduate from the University of Toronto, Mani has over 20 years in the financial industry. She loves helping clients achieve their life goals. Work aside, she enjoys spending time with her husband and 2 adorable daughters, walking their dog Ginger, cycling and running.

Mani manages her team's strategic direction and planning in addition to due diligence required to ensure clients holding managed products are invested with confidence. She is a Certified Financial Planner (CFP), a Fellow of CSI (FCSI), Canadian Investment Manager (CIM) and licensed to provide insurance solutions.