BMO Nesbitt Burns
885 West Georgia Street
BMO Nesbitt Burns
2601 Granville St.
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 & Portfolio Manager
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
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.
Andy has experience in banking services and a diverse background having lived in Taiwan and Vancouver. Andy is Fluent in English and Mandarin. He is committed to quality client services and work ethic. In his spare time, he enjoys outdoor activities and spending time with friends and family.
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.