Norman K.M. Chung
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P.O. Box 10337
609 Granville Street
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 maintains a focused practice, with an exclusive number of clients, so he can ensure he has an in-depth understanding of every one of his client’s needs. His primary role is to provide portfolio management to his clients, specifically to develop and implement strategies tailored to meet their individual needs.
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.
- Investment Portfolio Management
- Wealth Accumulation Strategies
- Retirement Planning
- Estate Planning*
- Tax Planning
- Financial Planning
*Offered by Canaccord Genuity Wealth & Estate Planning Services Ltd.