Who We Are
Ivan Kong, CFA, CFP®, MBA
Senior Vice President & Portfolio Manager
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, PFP, CIM
Associate Investment Advisor
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.
Sue graduated from Simon Fraser University, holding Master of Science in Finance degree(Investment Stream). With International learning experience, Sue can speak Mandarin and English. Her outgoing personality and strong communication skills bring her lots of friends from both working and daily life. Her hobbies can be summarized by these words: Dog lover, New Jazz Dance and Piano.