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Ivan Kong
Gordon Lee
Eddy Li
Claire Zhu

Tel: 604-654-2520

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Who We Are

Ivan Kong, CFA, CFP®, MBA
Senior Vice President & Portfolio Manager

Tel: 604-654-2520
Email: Ivan.Kong@nbpcd.com
 

Ivan Kong is a Senior Vice President and Portfolio Manager, 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 Lee
Associate Investment Advisor

Tel: 604-654-2528
Email: GordonH.Lee@nbpcd.com
 

Gordon is an Associate Investment Advisor, with over 12 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.
 

Eddy Li
Associate Investment Advisor

Tel: 604-665-3601
Email: Eddy1.Li@nbpcd.com
 

A graduate of Simon Fraser University, Eddy has a B.A. degree in Economics and many years of experience in banking, investments, and insurance. Coming from BMO Bank of Montreal, Eddy has diligently worked his way through the ranks to be recognized as a top performing account manager. 
Eddy immediately makes a good impression as he is client-focused, taking  a holistic approach while advising his clients, whether they are lenders, borrowers, or investors. This enables Eddy to fully understand client needs, and does his very best to serve them with their best interests in mind.
For fun, Eddy loves sports and traveling. During the summer months, Eddy can be found at the gym or on the basketball courts with friends

 

Claire Zhu
Sales Assistant

Tel: 604-443-1648
Email: ClaireXiaoning.Zhu@nbpcd.com

Claire has a Master's degree in Finance and an international background having lived in China, Paris, Montreal and Vancouver. Claire speaks English, Mandarin and French. She has good interpersonal skills and likes interacting with people. In her spare time, she enjoys traveling, reading and spending time with her friends.