Stephanie Tong
Investment Advisor at Rosedale Family Office- Claim this Profile
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English Native or bilingual proficiency
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Cantonese Native or bilingual proficiency
Topline Score
Bio
Michael Fin
Stephanie is a hard working, runner, climber, paddler and all-around athlete. The effort she puts into her physical and mental well-being permeates through her professional life too. Her dedication and commitment to her staff and peers shows an exemplary attitude that will carry her well with her career. Her compassion and mentoring abilities have made her workplace environment a must-go-to for everyone else. I have no doubt that Stephanie will always take that extra step to make sure that her job gets done to the best of her abilities.
Michael Fin
Stephanie is a hard working, runner, climber, paddler and all-around athlete. The effort she puts into her physical and mental well-being permeates through her professional life too. Her dedication and commitment to her staff and peers shows an exemplary attitude that will carry her well with her career. Her compassion and mentoring abilities have made her workplace environment a must-go-to for everyone else. I have no doubt that Stephanie will always take that extra step to make sure that her job gets done to the best of her abilities.
Michael Fin
Stephanie is a hard working, runner, climber, paddler and all-around athlete. The effort she puts into her physical and mental well-being permeates through her professional life too. Her dedication and commitment to her staff and peers shows an exemplary attitude that will carry her well with her career. Her compassion and mentoring abilities have made her workplace environment a must-go-to for everyone else. I have no doubt that Stephanie will always take that extra step to make sure that her job gets done to the best of her abilities.
Michael Fin
Stephanie is a hard working, runner, climber, paddler and all-around athlete. The effort she puts into her physical and mental well-being permeates through her professional life too. Her dedication and commitment to her staff and peers shows an exemplary attitude that will carry her well with her career. Her compassion and mentoring abilities have made her workplace environment a must-go-to for everyone else. I have no doubt that Stephanie will always take that extra step to make sure that her job gets done to the best of her abilities.
Credentials
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Registered Representative
IIROC (Investment Industry Regulatory Organization of Canada)
Experience
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Rosedale Family Office at Wellington-Altus Private Wealth
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Canada
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Financial Services
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1 - 100 Employee
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Investment Advisor
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May 2019 - Present
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Senior Associate with The Rosedale Group
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Nov 2018 - May 2019
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Administrative Associate | Scotia Wealth Management
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Aug 2016 - Nov 2018
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Branch Administrator | Scotia Wealth Management
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Dec 2014 - Aug 2016
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Regional Associate | Scotia Wealth Management
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Jan 2008 - Dec 2014
Managed and organized the overall process for onboarding new competitive Advisor Recruit Teams in the Toronto, Ontario and Quebec Regions. Led and delivered key processes in support of Advisor Team transitions, including the creating and building of onboarding tools, job aids and support materials for the field. Provided proactive support to Advisor Teams, as well as coaching, training, and leadership to Onboarding Team. Built and maintained key relationships with back office to ensure smooth and efficient business operations, and worked in collaboration with National Sales Management and Head Office partners to improve operational efficiencies and overall Advisor Team experience.Created and managed financial reports for the Regional Office, and proactively anticipated future requirements and business impacts. Assisted the Regional Office on executing successful campaigns, organizing events and seminars, and creating/implementing improved processes to achieve effective business efficiencies. Provided continuous support to the Branches on administrative, operational and technological issues.
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Education
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2003 - 2007
The University of Western Ontario
Bachelor of Management and Organizational Studies, Accounting and Finance -
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George Brown College
Spanish
Community
