James Wong
I bring over 25 years of experience working directly with families in developing their business transition and wealth... | Toronto, Ontario, Canada
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James Wong’s Emails ja****@sy****.ca
James Wong’s Phone Numbers No phone number available.
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James Wong’s Location Toronto, Ontario, Canada
James Wong’s Expertise I bring over 25 years of experience working directly with families in developing their business transition and wealth legacy. Central to my approach is exploring with families and family members, the responsibilities that comes with owning and operating a family business, in particular when transition is concerned. The same responsibility is perpetuated in the transition of the wealth that the business generates. I share some of this knowledge and experience in a book I co-authored called "The Transition Experience - What every Canadian family should know beyond succession planning".
James Wong’s Current Industry Rbc Wealth Management
James
Wong’s Prior Industry
Rsm Richter
|
National Bank
|
Bmo Harris Private Banking
|
Rbc Wealth Management
|
Bmo Private Wealth
|
Bmo Family Office
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Work Experience
Rbc Wealth Management
VP High Net Worth Planning
Wed May 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bmo Family Office
Director Family Enterprise Planning
Mon Feb 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Bmo Private Wealth
Vice President Ultra-High Net Worth Planning
Sun Mar 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Rbc Wealth Management
Vice President Business Succession Planning
Sat Sep 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Bmo Harris Private Banking
Vice President Succession Planning
Thu Jun 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
National Bank
Senior Consultant at Special Loans
Tue Apr 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon May 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)
Rsm Richter
Senior Manager
Fri Apr 01 1988 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
James Wong Email Addresses
FAQ About James Wong
-
James Wong is located at
Toronto, Ontario, Canada -
James Wong is a
I bring over 25 years of experience working directly with families in developing their business transition and wealth legacy. Central to my approach is exploring with families and family members, the responsibilities that comes with owning and operating a family business, in particular when transition is concerned. The same responsibility is perpetuated in the transition of the wealth that the business generates. I share some of this knowledge and experience in a book I co-authored called "The Transition Experience - What every Canadian family should know beyond succession planning". Rbc Wealth Management -
James Wong currently works in the
Rbc Wealth Management -
James Wong specializes in
I bring over 25 years of experience working directly with families in developing their business transition and wealth legacy. Central to my approach is exploring with families and family members, the responsibilities that comes with owning and operating a family business, in particular when transition is concerned. The same responsibility is perpetuated in the transition of the wealth that the business generates. I share some of this knowledge and experience in a book I co-authored called "The Transition Experience - What every Canadian family should know beyond succession planning". -
James Wong speaks the following languages:
No languages available. -
James Wong has prior experience in the following industries:
Bmo Family Office , Bmo Private Wealth , Rbc Wealth Management , Bmo Harris Private Banking , National Bank , Rsm Richter -
James Wong has the following professional experience:
Rbc Wealth Management , Bmo Family Office , Bmo Private Wealth , Rbc Wealth Management , Bmo Harris Private Banking , National Bank , Rsm Richter . -
You can view James Wong’s
LinkedIn profile at LinkedIn URL. -
James Wong’s work email addresses are
[email protected] . -
James Wong works at
Rbc Wealth Management
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