
MBA, BBA Finance, BA Economics (Hons)
I provide comprehensive wealth management services to my clients, including investment strategy, estate, retirement, education, and tax planning. My commitment to exceptional client experiences and innovative financial strategies are the foundations of my practice.
Since beginning my career in the financial industry in 1993, I have focused on building lasting relationships and helping clients achieve their personal financial goals. Driven by a passion for excellence, I have been recognized with numerous awards for developing, managing and growing high-net worth client portfolios.
In the past, I was a professional snowboarder and represented Canada in paddling at the World Championships in Italy. I also trained in martial arts, earning a Blue Belt in Brazilian Jiu-Jitsu and Black Belt in Aiki-Jujutsu - experiences that continue to shape my approach to discipline and perseverance. I am also a proud father of two: my son, a budding engineer preparing for university, and my daughter, a national champion in competitive cheer. Much to my wife's amusement, I also enjoy teaching my kids about life's virtues through the timeless lessons of Star Wars.
I look forward to meeting and working with you.
-- Corey B. Jong
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Angelo Esposto, Advisor Relationship Manager ACPI
Arlene Tam, Senior Investment Operations Associate ACPI
Jeff Morrad, Investment Operations Associate ACPI
Umer Khan, Investment Operations Associate ACPI
Henry Lam, Investment Operations Associate ACPI
Vivian Khuu, Account Administrator ACPI
Hamza Khalid, Account Administrator ACPI
Craig Van Wiechen, Account Administrator CIIS
Taylor Quinn, Account Administrator ACPI
Stephen Dickson, Regulatory Supervisor ACPI
Andrew Falconi, Regulatory Coordinator ACPI
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