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Contact Us

Ken Dong
Winnie Koch

Tel: 604-453-5994
Toll Free: 1866-241-3696
Fax: 604-453-5996

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

Portfolio Development


Ken over his long career has experienced many market cycles and is highly seasoned to guide his clients towards achieving their long-term goals and investment objectives. Whether your need is for growth or income, Ken can develop and help you oversee your investment portfolio. Ken will start with a comprehensive and thorough interview with you to truly understand your personal circumstances, investment constraints and objectives. He will then work to develop your portfolio that will also consider your return requirements, risk tolerance, income needs as well as time horizon.

If you have problematic investments within your portfolio, Ken will give you a complimentary review and a solution so as to position your portfolio for a speedier recovery. Whatever your needs or interests, Ken is looking forward to working with you