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 is dedicated to helping clients build, preserve, and grow their wealth through thoughtful planning and disciplined investment strategies. He began his banking career in 2016 while completing his Bachelor’s degree in Business Administration at Capilano University, with a focus on Economics and International Studies.

Through progressive roles in retail banking, Rish developed a passion for guiding clients on how to maximize their savings and investments. His approachable style and focus on long-term results naturally led him into 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 expertise allows him to incorporate more advanced strategies, including the use of options to hedge risk or generate additional income—particularly valuable in today’s ever-changing markets.

He continues to expand his knowledge under the mentorship of our Senior Investment Advisor, Ken, who brings nearly 40 years of experience in portfolio development, equity and fixed-income trading, and creating sustainable income strategies. With a strong commitment to ongoing education, Rish aims to further specialize in investment strategy with a focus on wealth preservation and risk management.

Outside of work, Rish enjoys traveling, spending time with family and friends, exploring new music, watching sports, and playing golf.