Ginny  Poon, B.A. (Economics) FMA, FCSI, CSWP
Investment Advisor
Financial Planner

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Contact Information
Address
One London Place, 255 Queens Ave.
Suite 1900
London, Ontario
N6A 5R8
Phone
(519) 646-3020
Toll-Free
1800 265-4195
Fax
(519) 679-8848
Cell Phone
(519) 670-9655
E-mail
Ginny Poon
--- Wed, 22 Feb 2012 22:07 EST ---     BMO,T  58.30  -0.26      BCE,T  40.22  0.47      PWF,T  27.65  -0.26      RUS,T  26.94  0.33      AL,T  0.00  0.00      ENB,T  38.60  0.08      TOC,T  0.00  0.00      PCA,T  0.00  0.00      L,T  37.36  0.20      SLF,T  21.05  -0.42      CTR.NV,T  0.00  0.00      TD,T  79.16  -0.02 
Education:
BA ( Economics ), University Of Western Ontario, London, Canada
FMA ( Financial Mangement Advisor ), Canadian Securities Institute, Toronto, Canada
FCSI (Fellow of CSI), Canadian Securities Institute
CH P Strategic Wealth, Canadian Securities Institiute - May 2007

Languages Spoken:
English, Chinese

Specialties:
  • Building, managing and preserving wealth

  • Meeting unique needs of clients through knowledge, experience, expertise and understanding
  • Coaching and guiding clientele in implementing portfolios in a focused-driven process
    •
    Ginny Poon holds a Bachelor of Arts degree in Economics from the University of Western Ontario as well as the Financial Management Advisor designation FMA and FCSI, awarded by the Canadian Securities Institute. In addition, Ginny holds her Insurance Industry license level II, which is essential in helping clients and their families with tax and estate planning. Ginny has been serving clients in the financial services sector for over 30 years, with the past 20 of those years with BMO Nesbitt Burns and its predecessor company Burns Fry.

    Born and raised in Hong Kong, Ginny embraces the Canadian culture and thinking, while retaining much of her traditional Chinese heritage. She believes in supporting her community and has been active member and volunteer in many community projects that benefit others. She was a past director and continues to be a devoted volunteer for the Chinese Canadian National Council ( London Chapter ), and Past President of the Breakfast Meeting for Women. Presently, Ginny serves on the board for Meals-On-Wheels London.

    As the mother of two young adults, Ginny managed through the many challenges and needs that professional women face in today’s workforce. To help her clients and her children stay focused, she uses the same principle - to develop a good plan and formulate strategies that adapt to changes leading to ultimate success.

    Mission

    “To give to my clients the highest level of professional service in successful investing. Ultimately, my success is measured by the success of my clients.”

    Philosophy

    Discipline, knowledge and patience are the key elements for a solid money management strategy. After a careful analysis of a client’s financial needs and objectives, a personalized investment strategy is designed for each individual investor.

     

    All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.

    ** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
    Symbol
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    Last Updated
    February 22, 2012 22:06 EST
      Last Change
     TSX Comp  12,701.26  77.90
     S&P/TSX 60  722.83  5.00
     DJIA  12,938.67  -27.02
     S&P 500  1,357.66  -4.55
     NASDAQ  2,933.17  -15.40
     Nikkei 225  9,554.00  90.98
     TSX Vent  1,684.95  6.32
     Hang Seng  21,549.28  70.56
     $CAD  100.0800  -0.2400
     London Gold  1,754.75  6.75
     WTI Oil Spot  106.28  0.03
    Source: SunGard PowerData
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