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Kinson Cheung, Cim Email & Phone Number

Managed Account Supervisor and Senior Corporate Branch Manager at CI Assante Wealth Management
Location: Markham, Ontario, Canada 12 work roles 4 schools
1 work email found @holliswealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@holliswealth.com
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Current company
CI Assante Wealth Management
Role
Managed Account Supervisor and Senior Corporate Branch Manager
Location
Markham, Ontario, Canada
Company size
1292 employees

Who is Kinson Cheung, Cim? Overview

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Quick answer

Kinson Cheung, Cim is listed as Managed Account Supervisor and Senior Corporate Branch Manager at CI Assante Wealth Management, a company with 1292 employees, based in Markham, Ontario, Canada. AeroLeads shows a work email signal at holliswealth.com and a matched LinkedIn profile for Kinson Cheung, Cim.

Kinson Cheung, Cim previously worked as Managed Account Supervisor & Senior Corporate Branch Manager at Ci Assante Wealth Management and Corporate Branch Manager at Ci Assante Wealth Management. Kinson Cheung, Cim holds Financial Services Compliance Administration from Seneca College Of Applied Arts And Technology.

Company email context

Email format at CI Assante Wealth Management

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*@holliswealth.com
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AeroLeads found 1 current-domain work email signal for Kinson Cheung, Cim. Compare company email patterns before reaching out.

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Profile bio

About Kinson Cheung, Cim

Kinson Cheung, Cim is a Managed Account Supervisor and Senior Corporate Branch Manager at CI Assante Wealth Management. He possess expertise in microsoft excel, customer service, powerpoint, microsoft office, microsoft word and 9 more skills.

Listed skills include Microsoft Excel, Customer Service, Powerpoint, Microsoft Office, and 10 others.

Current workplace

Kinson Cheung, Cim's current company

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CI Assante Wealth Management
Ci Assante Wealth Management
Managed Account Supervisor and Senior Corporate Branch Manager
Markham, ON, CA
Website
assante.com
Employees
1292
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Company profile
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12 roles · 20 years

Kinson Cheung, Cim work experience

A career timeline built from the work history available for this profile.

Managed Account Supervisor

Ia Private Wealth

Toronto, Ontario, Canada

Oct 2019 - Mar 2021

Compliance Analyst

Holliswealth, Scotiabank Global Wealth & Insurance

Toronto, Canada Area

-Post final audit report follow-up-Review of daily and monthly terrorist, PEPs, ML matches- Assistance with all additional projects and development within the Compliance department

Jun 2014 - May 2015

Compliance Analyst (Field Placement)

Holliswealth, Scotiabank Global Wealth & Insurance

Toronto, Canada Area

-Conduct trade review on ‘Pro’ accounts to meet IIROC and MFDA requirements-Review and approve employees to open external ‘Pro’ accounts-Test new compliance software to ensure accuracy and integrity-Using Navaera to detect money launderers

Apr 2014 - May 2014

Kitchen Manager (Part Time)

Swiss Chalet Fine Foods

Prepares weekly financial reports using MS Excel. Performes perfect guest experience while up selling food products. Supervises kitchen staff and effectively trainned them.

Jul 2002 - Mar 2016

Everyday Banking Specialist

Rbc

6880 Financial Drive, Mississauga

-Develop relationship with service partners and the local market to optimize business opportunities and referrals -Proactively contacting RBC clients for the purpose of educating clients on possible solutions-Engaging clients in a genuine conversation to identify and understand their needs, possess good judgment and financial advice based on the.

Jul 2012 - Jan 2013

Financial Analyst - Equity Trader

Coper Trade Inc

Evaluated stocks with both technical and fundamental analysis. Developed a profitable trading technique by time and experiences. Read 15-30 articles of global news and analyzed the impact on stock marktet. Executed trades after the above analysis.

2006 - 2012 ~6 yrs

Customer Service Representative

Hsbc

Processed customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments. Answered enquiries and resolved problems and discrepancies concerning customers' accounts.

Sep 2006 - Nov 2006
Team & coworkers

Colleagues at CI Assante Wealth Management

Other employees you can reach at assante.com. View company contacts for 1292 employees →

PV Paul Vorstadt Paul Vorstadt Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → DG David Grant David Grant Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → SC Samuel Cote Samuel Cote Colleague at Ci Assante Wealth Management Capitale-Nationale, Quebec, Canada, Canada View → LG Liz Gomes Liz Gomes Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → MB Marcia Brown Marcia Brown Colleague at Ci Assante Wealth Management Ajax, Ontario, Canada, Canada View → JS John Smith John Smith Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → NR Nathalie Robichaud Nathalie Robichaud Colleague at Ci Assante Wealth Management Greater Montreal Metropolitan Area, Canada View → SN Seth Nerman, Llb, Cfp®, Tep, Ris Seth Nerman, Llb, Cfp®, Tep, Ris Colleague at Ci Assante Wealth Management Winnipeg, Manitoba, Canada, Canada View → BD Brent Driediger, Cpa, Cma, Cfp Brent Driediger, Cpa, Cma, Cfp Colleague at Ci Assante Wealth Management Abbotsford, British Columbia, Canada, Canada View → LB Liam Brown Liam Brown Colleague at Ci Assante Wealth Management Canada, Canada View →
4 education records

Kinson Cheung, Cim education

Education record

Csi

Canadian Securities Course Conduct Practices Handbook Branch Managers Course Derivatives Fundamentals and Options Licensing Course Options.

FAQ

Frequently asked questions about Kinson Cheung, Cim

Quick answers generated from the profile data available on this page.

What company does Kinson Cheung, Cim work for?

Kinson Cheung, Cim works for CI Assante Wealth Management.

What is Kinson Cheung, Cim's role at CI Assante Wealth Management?

Kinson Cheung, Cim is listed as Managed Account Supervisor and Senior Corporate Branch Manager at CI Assante Wealth Management.

What is Kinson Cheung, Cim's email address?

AeroLeads has found 1 work email signal at @holliswealth.com for Kinson Cheung, Cim at CI Assante Wealth Management.

Where is Kinson Cheung, Cim based?

Kinson Cheung, Cim is based in Markham, Ontario, Canada while working with CI Assante Wealth Management.

What companies has Kinson Cheung, Cim worked for?

Kinson Cheung, Cim has worked for Ci Assante Wealth Management, Ia Private Wealth, Holliswealth, Global Wealth Management, Scotiabank, Holliswealth, Scotiabank Global Wealth & Insurance, and Swiss Chalet Fine Foods.

Who are Kinson Cheung, Cim's colleagues at CI Assante Wealth Management?

Kinson Cheung, Cim's colleagues at CI Assante Wealth Management include Paul Vorstadt, David Grant, Samuel Cote, Liz Gomes, and Marcia Brown.

How can I contact Kinson Cheung, Cim?

You can use AeroLeads to view verified contact signals for Kinson Cheung, Cim at CI Assante Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Kinson Cheung, Cim attend?

Kinson Cheung, Cim holds Financial Services Compliance Administration from Seneca College Of Applied Arts And Technology.

What skills is Kinson Cheung, Cim known for?

Kinson Cheung, Cim is listed with skills including Microsoft Excel, Customer Service, Powerpoint, Microsoft Office, Microsoft Word, Trading, Food, and Organization.

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