The JONG & ASSOCIATES Difference
With over 60 years of collective experience and knowledge gathered at several of Canada’s large banks, we take pride in what separates us from the industry norm.
Whereas banks are focused only on the investment products under their umbrella, we are focused on comprehensive and unbiased strategies that are more open, integrated and versatile to reach your financial goals.
Whereas banks build business relationships, we build personal relationships with our clients to know, understand and help prepare you and your family for different stages in your lives.
And, whereas banks are driven by dollars, we are driven by purpose and putting money back into your hands to re-invest for your future.
JONG & ASSOCIATES PRIVATE WEALTH of ACPI is streamlined, stealth and nimble to efficiently secure the opportunities to grow, maximize and protect your wealth. Corey Jong offer pure and simple substance and skill to help you navigate the path to secure your future.
At JONG & ASSOCIATES PRIVATE WEALTH of ACPI, we take the time to get to know each and every one of our clients – to identify and understand their unique financial goals and challenges and their wealth considerations. We are committed to providing our clients with knowledgeable, effective and customized strategies to grow and protect their wealth while building a long-lasting relationship.
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
The bottom line is: we believe the key to providing an excellent client experience is through active, consistent, and unwavering support in navigating the path to secure your future. We believe in clear communication, the highest level of integrity, and earning your trust to build long-term confidence in us.
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 a Tier 1 Canadian bank which serves as a natural check and balance.