Randy Fong
With over 15 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