Terry Chong, CFA, MBA

Principal, Portfolio Manager - Equity

Bio

Terry joined Leith Wheeler in 2021 with over 20 years of global investment experience. He is part of the team that manages a concentrated global equity strategy for our Private Clients. Terry has held various roles with major pension plans including Ontario Teachers’ Pension Plan and BCI, and mutual funds managers including TD Asset Management and AGF Funds, investing in global equities as a Portfolio Manager and Analyst covering the Healthcare, Consumer, and Industrials sectors. He earned his MBA from the Richard Ivey School of Business, a Bachelor of Commerce and Science in Pharmacology from Trinity College, University of Toronto, and holds the Chartered Financial Analyst (CFA) designation. Terry is based in Leith Wheeler’s Toronto office.

Details

Office

Toronto

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