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.

After her kids graduated from Vancouver College, with her husband, Greg, they are both active, zealously participants in the Archdiocese and Home Parish.

Rish is dedicated to helping clients build, preserve, and transition their wealth with clarity and purpose. He focuses not only on achieving long-term growth while preserving capital, but also on ensuring that the life his clients have worked to build can be carried forward into a lasting legacy for their families.

He holds a Bachelor’s degree in Business Administration from Capilano University, with a focus on Economics and International Studies, and brings over a decade of experience in banking and financial services. Through progressive roles, Rish has developed a strong foundation in guiding clients to optimize their savings and investments, with an emphasis on disciplined, long-term outcomes.

Rish holds the Chartered Investment Manager (CIM®) designation and the Certificate in Advanced Investment Advice, reflecting advanced expertise in portfolio construction, investment strategy, and client advisory. He also has specialized experience in derivatives and options, which he uses to help clients manage downside risk, enhance portfolio income, and navigate volatile market conditions with greater flexibility.

He continues to refine his investment approach under the mentorship of Senior Investment Advisor Ken, who brings nearly 40 years of experience in portfolio development, equity and fixed-income trading, and sustainable income strategies. His approach is centered on delivering disciplined, risk-aware solutions focused on long-term wealth preservation.

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