Meet Our Team

Born and raised in beautiful Vancouver, BC, Ken Graduated at UBC with a special focus on Securities Analysis and Investment Portfolio Management. He earned the CFA designation, which is one of the highest designations in the investment industry in United States and Canada. Ken is holder of the Fellowship of the Canadian Securities Institute (FCSI) as well as holds CIM designation. He has been in the investment industry for over 38 years of which 30 years with BMO Nesbitt Burns. Ken's preferred areas of practice is managing large portfolios with a focus on generating high income with long term growth, using a variety of wealth preservation strategies. His expertise goes from Retirement to Estate Planning and beyond.

He strongly believes that Investment Strategies should have an aim of achieving Retirement Goals while creating an Estate for future generations. At the end of the day Ken is focused on helping clients achieve a peace of mind financially.

On the weekends you can find Ken enjoying quality time hosting his friends and family in his beautiful vacation home in Parksville, BC. He enjoys a fishing, squash, pickleball and a good round of Golf on a beautiful sunny day!

Winnie joined BMO Nesbitt Burns Vancouver, Ken Dong’s Team in 1999 after Graduated from University of British Columbia and has over 20 years of client-focused investment and wealth advisory experiences. As an Investment Associate, Winnie works closely with Ken, supporting him in the planning, implementation and daily monitoring of client specific portfolios.

With her husband, Greg, they are both actively involved at Vancouver College with their 2 sons in the Rowing Team; and zealously participants in their local parishes.

Rish was born in India and moved to Vancouver with his family at a very young age. Having now lived in beautiful British Columbia for almost 20 years, he feels proud to call Canada home. He began his banking career in 2016 while finishing school at Capilano University, completing his Bachelor's in Business with a focus on Economics and International Studies. Moving through various roles in retail banking, he developed a strong interest in discussing savings and investing, showing clients at different stages of their lives how to make their savings work for them over time. This fueled his passion for Financial Planning and Wealth Management.

Rish has completed the Wealth Management Essentials (WME) course and recently earned his Derivatives Fundamentals and Options Licensing (DFOL) certification. This enhanced knowledge allows him to better support clients by incorporating more sophisticated investment strategies, such as using options to hedge risk or generate additional income—particularly valuable in volatile markets.

He is eagerly learning the ropes from our Senior Investment Advisor Ken, who has nearly 40 years of in-depth knowledge in portfolio development strategies, equities/fixed-income trading, and navigating all types of markets to create steady long-term income streams for clients. Rish is committed to continuous learning and aims to specialize further in developing investment strategies while focusing on wealth preservation for clients.

When away from the desk, you can find Rish traveling somewhere tropical with friends or family. He also enjoys music, watching sports, or playing golf (amateurly).