News and resources for Canada's top financial advisors
David Wong, FRM, CFA
Chief Investment Officer, Managing Director and Head, Total Investment Solutions
David is responsible for CIBC Asset Management’s managed solutions investment process. His Total Investment Solutions team determines the asset allocations, constructs the portfolios, researches the managers, and monitors the investments of the firm’s managed solutions. The team is also responsible for trading execution, beta management, and the efficient implementation of investment strategies. In addition, David is a member of the CIBC Family Office’s Leadership Team and provides institutional asset allocation advice to ultra-high net worth individuals and families.
David joined CIBC Asset Management in July 2011, and served as Managing Director, Investment Management Research (IMR) until June 2021. David has more than 25 years of industry experience in New York and Toronto. Before joining CIBC Asset Management, David was Senior Research Analyst for Russell Investments, covering a broad spectrum of fixed-income strategies on behalf of institutional and retail clients.
David holds an Honours Bachelor of Commerce degree from McMaster University. He is a CFA Charterholder and also holds the Financial Risk Manager (FRM) designation from the Global Association of Risk Professionals.
Equities
Private equity, 60/40 allocation can help address market uncertainty.
By David Wong |April 8, 2024
8 min read
Fixed Income
Bond pain may be over as hiking cycle nears end.
By David Wong |October 30, 2023
9 min read
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.