Randy Fong
With over 13 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. As a Senior Wealth Advisor I work with clients to achieve their hopes and dreams.
I will work with you to build confidence in articulating your financial future whether you are saving to retire on a sunny beach, checking off that bucket list or investing in the education of your future astronaut or restaurant chain chef!
Clients will receive –
- A dedicated one on one relationship
- An in depth financial plan that partners with CIBC Wood Gundy’s cutting edge, research and unique investment opportunities
- A lead relationship manager to other CIBC Partners and Specialists incl. everyday banking, mortgages, credit solutions and estate planning
I hold a Bachelor of Management degree in Business from the University of Lethbridge. I also have had experience in franchise ownership and management.
Born and raised in Southern Alberta I enjoy hiking, fly fishing and cycling locally and in sunny Whitefish, Montana. I am a big fan of hockey and enjoy cheering on The Flames at the Saddledome towards that elusive Stanley Cup!
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial and life goals
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.