Ivan Kong is a Senior Portfolio Manager & Senior Investment Advisor, and team leader of The Kong Wealth Management Group. He has over 20 years of experience in the financial industry. Ivan graduated from the Executive MBA program from Simon Fraser University. He holds the CFA designation and is a CERTIFIED FINANCIAL PLANNER® professional. Ivan manages investment portfolios for individual and corporate clients with risk management in mind. He is an equity market commentator on local radio as well as an active participant in community services.

Gordon is a Senior Investment Associate, with over 18 years of experience in banking and investment. He works closely with clients to help them achieve their retirement goals with proper planning and ongoing monitoring and adjustments. Gordon focuses on doing the right thing for each and every client, and is passionate about making a positive impact. To ensure he is providing the best financial advice, Gordon constantly works to stay up-to-date in his profession. In his own time, Gordon enjoys spending time with his family and participating in a variety of outdoor activities including skiing, hiking, and camping around BC.

Sherry has over 20 years of financial industry experience, with a strong focus in comprehensive family wealth planning. Prior to joining BMO Nesbitt Burns in 2021, Sherry has been an Investment Advisor, Associate Investment Advisor in an investment firm, Associate Director at a major global bank, Financial Advisor at one of the five big banks.
Sherry holds Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designation. She is fluent in both English and Mandarin.

Houji is specialized in supporting high-net-worth clients through operational and administrative excellence to deliver an exceptional client experience. His professional expertise spans wealth management, investment research, and portfolio analysis. Houji holds a Master of Management degree from the UBC Sauder School of Business and earned his Bachelor of Arts in Economics from the University of Minnesota. He is currently a CFA Level III candidate. Outside the professional sphere, Houji enjoys golfing, weight training, and traveling.

Kitty has a strong administrative background with large investment firms and has worked in the financial industry since 2018. She has developed a well-balanced skill set that allows her to consistently deliver the best client experience while building long-lasting client relationships. She is fluent in both English and Mandarin.

Jennifer is a Private Wealth Administration Assistant with over a year of experience in the banking industry. She graduated from Trinity Western University and major in Business Administration. Her passion in this industry motivated her to provide top-tier customer services which is supporting the team in the daily operations and client inquiries. Her strong organizational skills and language skills in Mandarin and English add an asset to the team. In her own time, she enjoys playing golf, tennis, badminton, hiking and outdoor activities.