Leslie Wong

Associate Investment Advisor
PWM Private Wealth Counsel, iA Private Wealth
Insurance Advisor*, PWM Financial Services Inc.

Leslie’s primary role is assisting Sean Meshke and Mike Tornopolski 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 Private Wealth Counsel, iA Private Wealth. He has completed the Canadian 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.

*Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Phone Number:

306-975-9500

Email:

lwong@pwmprivate.com

Our Team

Advisors

CFP®, CIM®
Portfolio Manager
B.Comm., CIM®, FMA, FCSI®, CFA®
Portfolio Manager
B.Comm., CFA®
Portfolio Manager
CPA, CA, MPAcc, CIM®
Associate Portfolio Manager
B.Comm., CPA, CA
Associate Portfolio Manager
B.Comm., CFA®
Associate Portfolio Manager
B.Comm.
Associate Investment Advisor
Insurance Advisor

Strategic Collaborators

CPA, CA, CMA
Chartered Professional Accountant

Communication & Business Development

B.Comm.
Head of Communications
B.Comm.
Head of Marketing & Business Development

Administration

Investment Advisor
Associate Investment Advisor
Executive Assistant
Branch Administration
Associate Investment Advisor
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