Jenny Wang

Background

About Jenny Wang

I joined CIBC in 2006 at CIBC Investor’s Edge - the discount brokerage division of CIBC Investor Services Inc. and moved through various teams (i.e. Investment Rep, Client Escalation Specialist) within the line of business. In 2013, I jointed Wood Gundy Business Risk Advisory Team as an Associate, where I learned about full brokerage side of business (i.e. Social Media, Tier 1 Supervision, Privacy, Non-Resident, Waiver of Probate, Private Placement, etc). In 2015, I was given the opportunity to become a Portfolio Supervisor and now an Associate Portfolio Risk Advisor at Fee-Based Fully Discretionary Advisor Managed Account (AMA), where clients can have full confidence to pursue their goals knowing their wealth is being managed according to the highest standards and care by their licensed AMA Portfolio Managers. As part of the AMA Oversight Team, I ensure the AMA portfolios is compliance with client’s Investment Policy Statements and in accordance with IIROC requirements and internal firm policy.