Wincy Wong, Cfa
About Wincy Wong, Cfa
Wincy Wong, CFA, is the Executive Director of Wealth Solutions at CIBC and Vice-Chair of the Finance Committee at The Four Villages Community Health Centre, with extensive experience in managing public equity portfolios.
Executive Director, Wealth Solutions at CIBC
Wincy Wong has held the position of Executive Director, Wealth Solutions at CIBC since 2021. In this role, she is based in Toronto and is responsible for leading initiatives related to wealth management solutions. Her focus includes developing strategies to deliver superior financial services to clients, leveraging her robust expertise in equity portfolio management and investment strategy.
Vice-Chair Finance Committee at The Four Villages Community Health Centre
Since 2019, Wincy Wong has served as the Vice-Chair of the Finance Committee at The Four Villages Community Health Centre in the Toronto, Canada area. Her responsibilities involve overseeing financial operations and strategic planning for the organization. Her role supports the health center’s mission by ensuring robust financial governance and stewardship.
Portfolio Management and Investment Strategy
Wincy Wong's career spans over two decades in the financial industry, with extensive experience in managing public equity portfolios. She focuses on generating superior risk-adjusted returns for clients. Her tenure at firms like Mackenzie Investments, Phillips Hager & North, and RBC Capital Markets has honed her skills in developing creative and logical investment strategies designed to enhance portfolio performance.
Collaborative Leadership and Employee Engagement
Throughout her career, Wincy Wong has been recognized for her collaborative leadership style. She emphasizes enhancing employee engagement and aligning team efforts with corporate goals. Her leadership approach fosters a supportive working environment that motivates staff and drives organizational success.