MBA, BBA Finance, BA Economics (Hons)
I provide wealth management services to my clients, including investment strategy, estate, retirement, and tax planning. My dedication to exceptional client experiences and innovative financial strategies are the foundations of my business.
I have been working in the financial services industry since 1993, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
Driven by excellence, I have consistently been awarded and recognized for numerous accomplishments throughout my career related to developing, managing and growing high net worth client accounts.
I am currently a Blue Belt Jiu Jitsu practitioner. I was also known as “Coach Corey” to my son’s hockey team, function as my daughter’s practice apparatus in competitive gymnastics, and, to my wife’s consternation, teach both my children about life’s virtues through everything ‘Star Wars’.
I look forward to meeting and working with you.
-- Corey Jong
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Angelo Esposto, Advisor Relationship Officer ACPI
Liam Queh, Service Manager ACPI
Arlene Tam, Senior Service Associate ACPI
Jeff Morrad, Investment Operations Associate ACPI
Andrew Falconi, Investment Operations Associate ACPI
Umer Khan, Investment Operations Associate ACPI
Anthony Genacarro, Investment Operations Associate ACPI
Maureen Rebello, Financial Operations Associate ACPI
Connor Grant, Operations Administrator ACPI
Abdullahi Raji, Operations Administrator ACPI
Paige Cassidy, Regulatory Supervisor ACPI
Stephen Dickson, Senior Regulatory Coordinator ACPI
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