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James Leung B.Math, Cim, Ris Email & Phone Number
Portfolio Manager
at
CIBC Wood Gundy
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Markham, Ontario, Canada
Company size
Who is James Leung B.Math, Cim, Ris? Overview
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Quick answer
James Leung B.Math, Cim, Ris is listed as Portfolio Manager at CIBC Wood Gundy, a company with 2805 employees, based in Markham, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for James Leung B.Math, Cim, Ris.
James Leung B.Math, Cim, Ris previously worked as Senior Wealth Advisor at Cibc Wood Gundy and Investment Advisor at Cibc Wood Gundy. James Leung B.Math, Cim, Ris holds Responsible Investment Specialist (Ris) Designation, Responsible Investing from Responsible Investment Association.
Company email context
Email format at CIBC Wood Gundy
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CIBC Wood Gundy
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Profile bio
About James Leung B.Math, Cim, Ris
I am a Senior Wealth Advisor at CIBC Wood Gundy. My goal is to build trusting relationship with my clients and prospects, that last. Ultimately, I am there to assist them to achieve goals in different life stages.Financial planning is a powerful tool to take you a step closer to your goals and dreams. I work with many professionals at CIBC Wood Gundy who can provide valuable insights to you such as Insurance, Estate & Trust, Business Succession, and Private Banking to name a few.As always, please feel free to give me a call to discuss any investment ideas you’d like to put to work in your portfolio.www.jamesleung.caAward(s): Outstanding Entrepreneurship Bridging Asian and Non-Asian Business Communities from Campbell Food Company (2015)Specialties: Financial Planning, Asset Allocation, Risk Management, Banking, Mortgages, Business LoanAll content on this profile page is my own and does not necessarily reflect the views of CIBC or its affiliates. The informationprovided herein is meant for Canadian residents only, is general in nature and does not contain any financial, legal,tax or investment recommendations or advice. Following or showing interest in a securities issuer on this site is not arecommendation to invest in such issuer’s securities. Any commentary that might be construed as an endorsement orrecommendation on this site should not be construed as explicitly or implicitly approved by me or CIBC Wood Gundy.You agree that you will not communicate any personal or confidential information through this site. CIBC Wood Gundyis a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fundand Investment Industry Regulatory Organization of Canada.
Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Fluent In Cantonese, and 46 others.
Current workplace
James Leung B.Math, Cim, Ris's current company
Company context helps verify the profile and gives searchers a useful next step.
Cibc Wood Gundy
17 roles
James Leung B.Math, Cim, Ris work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
Current
Nov 2021 - Present
Portfolio Manager
Current
Nov 2011 - Present
Investment Advisor
Nov 2011 - Nov 2021
Associate Investment Advisor
Nov 2009 - Nov 2011
Treasurer
Toronto Chung Wah Chinese School (Tcw Chinese School)
Sep 2012 - Feb 2018
Director
Toronto Mandarin Lions Club
Jun 2011 - May 2013
Director
Toronto Chung Wah Chinese School
Aug 2011 - Sep 2012
Director (Annual Ball Co-Chair)
Aug 2010 - May 2011
Investment Advisor
Td Waterhouse Private Investment Advice
Private Investment Advisors will conduct an in-depth review of the client's financial goals, philosophies and risk tolerance, and work with them to develop comprehensive and customized financial solutions to meet their needs. The Private Investment Advisor will focus on Investment and Retirement Planning as well as provide advice on estate planning.
May 2009 - Nov 2009
Associate Investment Advisor
Td Waterhouse Private Investment Advice
Aug 2007 - May 2009
Mutual Fund Representative (Outbound)
Td Investment Services
Oct 2006 - Aug 2007
Treasurer
Rotaract Club Of Toronto - Don Valley
Jun 2006 - Jun 2007
Club Service Director
Rotaract Club Of Toronto - Don Valley
Jun 2005 - Jun 2006
Financial Advisor
As one of the senior advice providers in the branch, the Financial Advisor understands the banking and financial needs of customers, and provides appropriate advice and recommendations. The role will be the primary contact and resource for large/complex investment and credit needs, often dealing with high value customers, and will be responsible for.
Apr 2004 - Oct 2006
Asian Investment Consultant
Td Investment Services
Oct 2001 - Apr 2004
Sales Assistant
Td Evergreen
The Sales Assistant will provide quality, efficient and specialized support on multiple and diverse range of assignments. This position will provide dedicated support to an Investment Advisor and as required, to other branch personnel. The role will involve a fair degree of complexity.
Sep 1999 - Oct 2001
Team & coworkers
Colleagues at CIBC Wood Gundy
Other employees you can reach at cibcwoodgundy.com. View company contacts for 2805 employees →
SC
Stephanie Chen, Msc
Colleague at Cibc Wood Gundy
Toronto, Ontario, Canada, Canada
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GD
Giuseppe Danisi
Colleague at Cibc Wood Gundy
Montreal, Quebec, Canada, Canada
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DE
Doug Eickmeier
Colleague at Cibc Wood Gundy
Toronto, Ontario, Canada, Canada
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AV
Alessandro Vila-Dell'Aquila
Colleague at Cibc Wood Gundy
Laval, Quebec, Canada, Canada
View →
EE
Eric Elbers
Colleague at Cibc Wood Gundy
Victoria, British Columbia, Canada, Canada
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PG
Pete Galbraith
Colleague at Cibc Wood Gundy
Kingston, Ontario, Canada, Canada
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DM
Don Milne
Colleague at Cibc Wood Gundy
Toronto, Ontario, Canada, Canada
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MG
Maxime Giroux
Colleague at Cibc Wood Gundy
Canada, Canada
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SM
Steevy Mbarak
Colleague at Cibc Wood Gundy
Canada, Canada
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AB
Angela Boyd
Colleague at Cibc Wood Gundy
Barrie, Ontario, Canada, Canada
View →
Stephanie Chen, Msc
Colleague at Cibc Wood Gundy
Toronto, Ontario, Canada, Canada
View →
GD
Giuseppe Danisi
Colleague at Cibc Wood Gundy
Montreal, Quebec, Canada, Canada
View →
DE
Doug Eickmeier
Colleague at Cibc Wood Gundy
Toronto, Ontario, Canada, Canada
View →
AV
Alessandro Vila-Dell'Aquila
Colleague at Cibc Wood Gundy
Laval, Quebec, Canada, Canada
View →
EE
Eric Elbers
Colleague at Cibc Wood Gundy
Victoria, British Columbia, Canada, Canada
View →
PG
Pete Galbraith
Colleague at Cibc Wood Gundy
Kingston, Ontario, Canada, Canada
View →
DM
Don Milne
Colleague at Cibc Wood Gundy
Toronto, Ontario, Canada, Canada
View →
MG
Maxime Giroux
Colleague at Cibc Wood Gundy
Canada, Canada
View →
SM
Steevy Mbarak
Colleague at Cibc Wood Gundy
Canada, Canada
View →
AB
Angela Boyd
Colleague at Cibc Wood Gundy
Barrie, Ontario, Canada, Canada
View →
6 education records
James Leung B.Math, Cim, Ris education
Responsible Investment Specialist (Ris) Designation, Responsible Investing
Responsible Investment Association
Certified Divorce Financial Analyst, Divorce Financial Analysis
Institute For Divorce Financial Analyst
Bachelor, Securities Licensing
Canadian Securities Institute
Bachelor Of Mathematics, Mathematics
Ontario Secondary School Diploma, Ontario Secondary School Diploma (Ossd) Under Os:Is
Markham District High School
Education record
Markham Chinese Baptist Church
FAQ
Frequently asked questions about James Leung B.Math, Cim, Ris
Quick answers generated from the profile data available on this page.
What company does James Leung B.Math, Cim, Ris work for?
James Leung B.Math, Cim, Ris works for CIBC Wood Gundy.
What is James Leung B.Math, Cim, Ris's role at CIBC Wood Gundy?
James Leung B.Math, Cim, Ris is listed as Portfolio Manager at CIBC Wood Gundy.
Where is James Leung B.Math, Cim, Ris based?
James Leung B.Math, Cim, Ris is based in Markham, Ontario, Canada while working with CIBC Wood Gundy.
What companies has James Leung B.Math, Cim, Ris worked for?
James Leung B.Math, Cim, Ris has worked for Cibc Wood Gundy, Toronto Chung Wah Chinese School (Tcw Chinese School), Toronto Mandarin Lions Club, Toronto Chung Wah Chinese School, and Toronto Paragon Lions Club.
Who are James Leung B.Math, Cim, Ris's colleagues at CIBC Wood Gundy?
James Leung B.Math, Cim, Ris's colleagues at CIBC Wood Gundy include Stephanie Chen, Msc, Giuseppe Danisi, Doug Eickmeier, Alessandro Vila-Dell'Aquila, and Eric Elbers.
How can I contact James Leung B.Math, Cim, Ris?
You can use AeroLeads to view verified contact signals for James Leung B.Math, Cim, Ris at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.
What schools did James Leung B.Math, Cim, Ris attend?
James Leung B.Math, Cim, Ris holds Responsible Investment Specialist (Ris) Designation, Responsible Investing from Responsible Investment Association.
What skills is James Leung B.Math, Cim, Ris known for?
James Leung B.Math, Cim, Ris is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Fluent In Cantonese, Banking, Financial Planners, Fixed Income, and Bonds.
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