The JONG & ASSOCIATES Difference
With over 90 years of combined experience gained at some of Canada's leading financial institutions, our team brings depth, discipline, and perspective that set us apart from the industry norm.
While traditional banks focus on selling the investment products within their own walls, we focus on creating truly customized, unbiased strategies - open, integrated, and designed entirely around your life goals, not a corporate agenda.
We believe wealth management should be personal. That is why we build relationships, not transactions. We take the time to truly know you - your family, your goals, and your values - so we can help you prepare for every stage of life and create lasting financial confidence for generations to come.
Where banks are driven by profits, we are driven by purpose: helping you keep more of your wealth and reinvest it toward a secure and fulfilling future.
At JONG & ASSOCIATES PRIVATE WEALTH, we take the time to truly know each of our clients - identifying their unique financial goals, challenges, and wealth considerations. Our commitment is to provide thoughtful guidance, knowledge, and customized strategies to grow and protect your wealth, while building lasting relationships founded on trust and integrity.
Streamlined, strategic, and agile, JONG & ASSOCIATES PRIVATE WEALTH is built to help you seize opportunities, maximize growth, and navigate your financial journey with confidence. Under the leadership of Corey Jong, we deliver substance, skill, and a clear path toward lasting financial security.
Identifying a Plan of Action
Our goal is to help individuals and families create and protect wealth. We look at your finances holistically to tailor your portfolio to account for all stages of your life and life's complexities such as long-term health care, retirement planning, income taxes, estate planning, mortgages and spending, to name a few. We will work in partnership with you to develop an integrated, comprehensive plan that includes some or all of:
- investment planning
- retirement planning
- estate planning
- tax planning
- education planning
- succession planning
Your portfolio will be regularly re-evaluated and tweaked to ensure that your wealth is maximized and that your plans are on track to meet your goals and challenges.
Building Trust
At the core of everything we do is a commitment to building genuine, lasting trust. We believe an exceptional client experience begins with active, consistent, and unwavering support as we guide you toward a secure financial future. Through transparent communication and the highest standards of integrity, we work to earn your confidence every step of the way. Our goal is to ensure you feel informed, supported, and empowered - today and for the long term.
Your Security
JONG & ASSOCIATES PRIVATE WEALTH is a trade name of Aligned Capital Partners Inc., a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF"). CIRO oversees all investment dealers and trading activity on debt and equity marketplaces in Canada, and who carries out regulatory responsibilities under Recognition Orders from the provincial securities commissions that make up the Canadian Securities Administrators ("CSA").
JONG & ASSOCIATES PRIVATE WEALTH strictly adheres to the regulations and rules of CIRO, and abides by and complies with all laws, rules, and regulations of provincial and federal government authorities in connection with the investment industry. The custody and security of our client assets are held by CI Investor Services Inc which serves as a natural check and balance.