Leslie Wong

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Senior Administrative Assistant

Insurance Advisor

 

Leslie‚Äôs primary role at PWM will be assisting Matt Sisson and Sean Meshke with their daily client account administration duties. Leslie is a pleasure to work with and prides himself on going above and beyond to ensure client satisfaction. He will support clients with any day-to-day administrative tasks such as account opening, fund transfers, mutual fund trading, contributions and withdrawals. 

Leslie brings over 10 years of experience in the financial services industry. After graduating from the Bachelor of Commerce program in 2010 at the Edward's School of Business, Leslie joined a wealth management firm as an Insurance Agent before joining PWM. He has completed the Candian Securities Course, Conduct and Practices Handbook as well as the Life License Qualification Program in Saskatchewan.

Outside of the office, Leslie enjoys theatre and film, spending time outdoors, tennis and most importantly spending time with family and friends.