Phyllis Wong

Administration Manager at Vestcap Investment Management - , , CA

Phyllis Wong's Colleagues at Vestcap Investment Management
Brianna Braatz

Administrative Assistant

Contact Brianna Braatz

Trevor CFA

CEO & Chief Portfolio Strategist

Contact Trevor CFA

Stephen Cohen

Head of Fixed Income Trading

Contact Stephen Cohen

Dave Marshall

VP, Investments & Operations

Contact Dave Marshall

Phyllis Wong's Contact Details
HQ
416-869-0991
Location
Company
Vestcap Investment Management
Phyllis Wong's Company Details
Vestcap Investment Management logo, Vestcap Investment Management contact details

Vestcap Investment Management

, , CA • 5 - 9 Employees
Investment Bank/Securities Brokerage

Independent - Our interests and goals are aligned with those of our clients.Service Focused - Our clients are high-net-worth individuals who expect a high level of personal service which we consistently provide. Personal portfolio reviews with a Senior Portfolio Manager are the norm.Flexible - Vestcap Senior Portfolio Managers partner with clients to tailor investment portfolios to meet their specific needs. Each portfolio is overseen by two Senior Portfolio Managers and is reviewed with our clients on a regular schedule or more often if desired.

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Details about Vestcap Investment Management
Frequently Asked Questions about Phyllis Wong
Phyllis Wong currently works for Vestcap Investment Management.
Phyllis Wong's role at Vestcap Investment Management is Administration Manager.
Phyllis Wong's email address is ***@vestcap.com. To view Phyllis Wong's full email address, please signup to ConnectPlex.
Phyllis Wong works in the Investment Management industry.
Phyllis Wong's colleagues at Vestcap Investment Management are ELMA BAZIKIAN, Brianna Braatz, Trevor CFA, Stephen Cohen, Dave Marshall and others.
Phyllis Wong's phone number is 416-869-0991
See more information about Phyllis Wong