Albert Tjong B. Comm

Senior Portfolio Manager, Wealth Advisor and Financial Planner @RBC Dominion Securities

Thunder Bay, ON, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jun 2024 — Present

Senior Portfolio Manager, Wealth Advisor and Financial Planner @RBC Dominion Securities

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Thunder Bay, ON, CA

EDUCATION

2000 — 2005

University of Toronto

Bachelor of Commerce

SKILLS

Mutual FundsComputer Application TrainingMicrosoft OfficeEstate PlanningInvestmentsFinancial PlanningAlternative InvestmentsCustomer RelationsRisk ManagementStrategic Financial PlanningWealth ManagementInvestment StrategiesAsset AllocationAsset ManagementProcess ImprovementBankingInvestment ManagementSecuritiesMarketingProblem SolvingPresentationsEquitiesFinancial AnalysisPortfolio ManagementBondsWealthTechnologyBuilding RelationshipsPersonal Financial PlanningOptionsEmployee TrainingBusiness Process ImprovementCustomer ServiceTrainingFixed IncomeFinanceInvestment AdvisoryFinancial ServicesRetirement PlanningProcess Consulting

ABOUT ALBERT TJONG B. COMM

Let my experience be your advantage. I have travelled across Canada as a consultant for RBC Dominion Securities, working with the top investment advisory teams. I’ve taken what I’ve learned from the best in the business and applied it to my own wealth management practice right here in Thunder Bay—a practice that offers truly comprehensive service, including financial planning, estate planning and tax efficient portfolios that respond to the markets and your changing needs. Please contact me for a no-obligation review of your current wealth management situation.

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