Carson Tong

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Finance

Consumer Services

Profile

Mr. Carson Tong, CFA, is a Vice President of Portfolio Management & Portfolio Manager at CI Investments, Inc. He joined the firm in 2014 and is responsible for analyzing high-yield, convertible bond and leveraged loan assets.
He over has nine years of sell-side experience, which include equity research and investment banking.
Most recently, Mr. Tong was Vice-President and associate analyst at RBC Capital Markets covering Canadian integrated and senior energy companies.
He has a Bachelor of Business Administration (Honours) degree from Wilfrid Laurier University and is a Chartered Financial Analyst charter holder.

Former positions of Carson Tong

Companies	Position	End
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Analyst-Fixed Income	01/01/2019
RBC Dominion Securities, Inc. RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Linked companies

Private companies	3
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Finance
RBC Dominion Securities, Inc. RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Wilfrid Laurier University Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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