May Sue Chong, BA, CFP, CIM, FMA, FCSI
Portfolio Manager
Investment Advisor
A former Controller, Vice President and Director of a predecessor company in the 1980s, May Sue Chong holds the designation of Certified Financial Planner, Canadian Investment Manager, Financial Management Advisor and is a Fellow of the Canadian Securities Institute.
She believes that by offering portfolio growth, service and peace of mind to every client, she can build relationships for life. As evidence of the level of service, "house calls" have become an integral part of May Sue's overall strategy in assisting clients.
May Sue's keen sense of humour makes the relationship with each client far more personal and enjoyable. However, she is never more serious than when dealing with what she terms "sacred" money, the money no client can afford to risk, as it must be treated with the highest regard to safety and preservation of capital.
May Sue's background, education and training allow her to offer a full insight into a range of service and products. She has received many awards and her success with clients has placed her in the prestigious leadership and executive clubs.
May Sue Chong, BA, CFP, CIM, FMA, FCSI
A former Controller, Vice President and Director of a predecessor company in the 1980s, May Sue Chong holds the designation of Certified Financial Planner, Canadian Investment Manager, Financial Management Advisor and is a Fellow of the Canadian Securities Institute.
She believes that by offering portfolio growth, service and peace of mind to every client, she can build relationships for life. As evidence of the level of service, "house calls" have become an integral part of May Sue's overall strategy in assisting clients.
May Sue's keen sense of humour makes the relationship with each client far more personal and enjoyable. However, she is never more serious than when dealing with what she terms "sacred" money, the money no client can afford to risk, as it must be treated with the highest regard to safety and preservation of capital.
May Sue's background, education and training allow her to offer a full insight into a range of service and products. She has received many awards and her success with clients has placed her in the prestigious leadership and executive clubs.
Michael Marciello
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.