Tel: 604-654-2520

Address

BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

BMO Nesbitt Burns
2601 Granville St.
Vancouver, BC
V6H 3H2

Contact Us

Who We Are

Ivan Kong, CFA, CFP®, MBA
Senior Portfolio Manager & Senior Investment Advisor

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

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 Lee, PFP, CIM
Associate Investment Advisor & Portfolio Manager

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

Gordon is an Associate Investment Advisor, with over 15 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 Chen, CFP®, CIM
Associate Investment Advisor

Tel: 604-631-2683
Email: Sherry.Chen@nbpcd.com

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.
  

Janet Chu 
Sales Assistant

Tel: (604) 443-1528
Email: Janet.Chu@nbpcd.com
 

Janet is approaching 20 years of experience in the financial industry, as a licensed administrative assistant. Before rejoining BMO Nesbitt Burns in 2022, she worked at two other large investment firms igniting a passion for her work and honing her administrative skills. Janet is committed to the highest level of customer service and she is fluent in English, Cantonese and Mandarin. In her own time, she enjoys cake decorating, snowboarding, traveling and spending time with her two sons.

  

Eddie Leung 
Sales Assistant

Tel: 604-443-1648
Email: Eddie.Leung@nbpcd.com

Eddie has a mixture of retail banking, wealth management and private equity experience. He is fluent in English, Cantonese and Mandarin. His goal is to make a contributive difference on delivering financial service to clients in need. He is also a IIROC licensed Investment Representative. Outside of the office, he likes to take small ski trips and listen to his favourite tunes when exercising.
 
                                                                                              

Karen Chen
Sales Assistant

Tel: 604-631-2695
Email: Karen3.Chen@nbpcd.com

Karen has worked in the finacial industry since 2013 and is a licensed administrative assistant. Her attention to detail and extensive customer service allows for delivery of the utmost care for our clients. She is fluent in English and Mandarin. Outside the office, Karen enjoys jogging and spending time with her two children and dog.