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Education:
CIM (Chartered Investment Manager), Canadian Securities Institute
BA ( Economics ), University Of Western Ontario, London, Canada
FMA ( Financial Mangement Advisor ), Canadian Securities Institute
FCSI (Fellow of CSI), Canadian Securities Institute
CSWP (Chartered Strategic Wealth Professional), Canadian Securities Institiute

Languages Spoken:
English, Chinese


Specialties:
  • Building, managing and preserving wealth
  • Meeting unique needs of clients through knowledge, experience, expertise and understanding
  • Coaching and guiding clientele in implementing portfolios in a focused-driven process

Ginny Poon holds a Bachelor of Arts degree in Economics from the University of Western Ontario as well as the Financial Management Advisor designation FMA, FCSI and CIM Chartered Investment Manager, awarded by the Canadian Securities Institute. In addition, Ginny is an Insurance Advisor with BMO Nesbitt Burns Financial Services Inc., which is essential in helping clients and their families with tax and estate planning. Ginny has been serving clients in the financial services sector for over 30 years, with the past 20 of those years with BMO Nesbitt Burns and its predecessor company Burns Fry.

Born and raised in Hong Kong, Ginny embraces the Canadian culture and thinking, while retaining much of her traditional Chinese heritage. She believes in supporting her community and has been active member and volunteer in many community projects that benefit others. She was a past director and continues to be a devoted volunteer for the Chinese Canadian National Council ( London Chapter ), and Past President of the Breakfast Meeting for Women. Ginny is a past Board of Director for Meals on Wheels London, and is an active participant in their fundraising initiatives.

As the mother of two young adults, Ginny managed through the many challenges and needs that professional women face in today’s workforce. To help her clients and her children stay focused, she uses the same principle - to develop a good plan and formulate strategies that adapt to changes leading to ultimate success.

Mission

"To give to my clients the highest level of professional service in successful investing. Ultimately, my success is measured by the success of my clients.”

Philosophy

Discipline, knowledge and patience are the key elements for a solid money management strategy. After a careful analysis of a client’s financial needs and objectives, a personalized investment strategy is designed for each individual investor.