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FINANCES FOR MOMS AND FAMILIES-ELAINE YONG, CFA, CFP

Elaine has well over twenty years of experience in the financial services industry.  She has held positions in portfolio management, wealth management, mutual fund wholesaling, full service brokerage, and personal banking.  As an Investment Counselor she is responsible for the investment management needs of high net worth individuals in the Greater Toronto North area.  

Prior to joining BMO Private Bank, Elaine worked with UBS Wealth Management as an Associate Director and AGF Funds as a Business Development Manager.  She also previously held positions at HSBC Securities as an investment associate and Scotiabank as a personal banker.  Elaine graduated from Simon Fraser University with a Bachelor of Business Administration Degree concentrating in Finance.  She is a CFA charter holder and currently a member of the Toronto CFA Society.  Elaine also holds a CFP designation (Certified Financial Planner).  She lives in North Toronto with her husband and two young kids.