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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Jack Chong

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Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust

INVESTMENT PHILOSOPHY

I believe that truly understanding my clients’ values, dreams, and goals is fundamental to providing meaningful financial stewardship. A sound financial plan begins with a deep appreciation for your family’s unique priorities and aspirations, and is designed to support them with a thoughtful strategy that guides you not only through the years ahead, but across future generations.

My approach to investment management centers on building well-diversified portfolios with exposure to a broad range of asset classes. This goal of this strategy is growth, while carefully managing volatility. I collaborate with a team of highly-qualified professionals who bring extensive experience and insight, ensuring we craft effective solutions to help you achieve your financial objectives.

My commitment is to provide clarity, integrity, and exceptional service at every stage of your financial journey, helping you realize your goals and secure your legacy.

Jack Chong, CFA, CMT

Wealth Advisor

(416) 594-9163
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Jack.Chong@cibc.com
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With over 20 years of experience in Asia’s dynamic capital markets, Jack Chong brings a global perspective to wealth management at CIBC Wood Gundy. Specializing in international equities and thematic investing, he helps clients identify and seize opportunities worldwide while prioritizing the preservation, growth, and smooth transition of their wealth.

 

Jack partners closely with high-net-worth individuals, families, professionals, and business owners to understand their unique aspirations and circumstances. He takes a disciplined, long-term approach, integrating comprehensive strategies that encompass investment management, tax-efficient planning, estate considerations, and legacy goals. Building trusted, lasting relationships is at the heart of his practice as he believes clarity, integrity, and exceptional service are essential to helping clients navigate complex markets and achieve their financial objectives.

 

Holding the Chartered Financial Analyst (CFA®) and Chartered Market Technician (CMT®) designations, Jack combines rigorous analytical expertise with a deep understanding of global trends. He is committed to delivering customized solutions that align with each client’s values and priorities.

 

Outside the office, Jack enjoys spending time with his wife and two boys. He also indulges in endurance challenges such as ultra marathon running, and after 30 years he’s still trying to become adequate at golf. 

Contact us

Address

Jack Chong Address
200 King Street West
8th Floor
Toronto, ON M5H 3T4
Telephone number: (416) 594-8999
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.