Norman K.M. Chung, CFP, CIM, FCSI
Senior Investment Advisor & Portfolio Manager
Norman has been providing comprehensive investment solutions to his clients for over two decades. Over the years, he has developed expertise in providing sound advice to his clients for their financial, retirement and estate planning* needs. He is committed to the designing and delivery of distinctive investment solutions and service to his high net worth clients.
Norman holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. He is also a Fellow of the Canadian Securities Institute (FCSI), a distinction reserved for an elite group of experienced financial services professionals who have met the most exacting standards for industry experience, advanced education, ethical conduct and solid endorsement from their peers and superiors. The FCSI is the highest honour and most senior credential in Canadian financial services.
Norman works with his strategic partners to help his clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals.
Senior Investment Advisor Assistant
Mei is the customer service and administrative individual for our team. She brings with her years of experience in client service, banking and investments. She is licensed to execute trades, provide current market information and quotes. Mei is your first point-of-contact for any administrative issues and account inquiries. Her primary responsibility is to ensure all queries are addressed in a timely manner.
Anne Jackson, CMA
Wealth & Estate Planning Specialist
Anne Jackson, a Certified Management Accountant (CMA), specializes in developing advanced financial, tax and estate planning solutions for our clients. Insurance-licensed and currently working towards her CFP designation, Anne brings years of taxation and accounting experience to the group.
Anne holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.
Specialist, Financial Planning
Jesse partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals and business owners. He is a creative strategist dedicated to providing effective and customized solutions for each clients’ unique goals while making sure that his recommendations are clearly articulated and inspiring.