Kenneth Wong

CFA, Vice President

Kenneth joined Coleford in 2018. Prior to joining Coleford, he was a research analyst at Foyston, Gordon & Payne covering global equities and was most recently responsible for portfolio construction and asset allocation for high-net-worth and institutional clients at The Bank of New York Mellon. At Coleford, he is a member of the portfolio management team. Kenneth graduated from the University of Guelph (B.Comm), is a CFA charterholder and is a member of the CFA Society Toronto and CFA Institute.

Who we are

At Coleford, we take the lead from our clients. We continually gather feedback and insights from our clients about all aspects of our service. In particular, our clients help us tailor our communications to maximize their understanding and to ensure full transparency.

Alain Agostini MBA, CFA

Managing Director

Dyra Coronado

Operations Analyst

Julie Crothers MBA

Sr. Vice President & Portfolio Manager

Robert Hill, MBA, CFA

Managing Director

James Leo MBA

Vice President

Craig Middaugh MBA, CFA

Managing Director

Nicole Naval

Client Service Associate

Shandi Tocheri

Manager Client Services

Kenneth Wong, CFA

Vice President

Contact Us

44 Victoria Street, Suite 1701
Toronto, Ontario M5C 1Y2
Phone 416.864.1233
Toll-Free 877.813.8883
Fax 416.867.9706

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