PortfolioXpressWay
Jeremy Kwong possesses a strong background in investment systems and strategic development, currently serving as Vice President of Investment Systems and Information Technology Manager at Canso Investment Counsel Ltd. since June 2016, along with a role as Strategic Development Advisor at PortfolioXpressWay. Prior experience includes positions as Relationship Manager and Business Analyst at Toogood Financial Systems from January 2014 to July 2016, and a brief tenure as a Financial Advisor at Sun Life Financial in mid-2013. Jeremy Kwong holds a Bachelor of Business Administration degree in Finance and Financial Management Services from Wilfrid Laurier University, attained between 2009 and 2013.
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PortfolioXpressWay
Our mission is to make wealth management easier by providing our clients a trusted single source of truth. We empower investment professionals with the best data, to draw the best insights, to make the best investment decisions for their clients.