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James Leung
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About CIBC Wood Gundy
York Region
123 Commerce Valley Drive East
Suite 100
Thornhill, Ontario
L3T 7W8
Map Link
Tel: (905) 762-2300
Toll Free: +1 (800) 668-3800
Fax: (905) 762-2301

James Leung

Portfolio Manager

BMath, CIM®

more
Tel: (905) 762-2337
Fax: (905) 762-2301
Mobile: (416) 200-7077
James.Leung@cibc.com

James Leung

Titles & Designations

  • Portfolio Manager
  • Bachelor of Mathematics
  • Chartered Investment Manager

Languages Spoken

  • English
  • Cantonese
  • Mandarin

Specialties

  • Alternative Investments
  • Common Stocks
  • Equity Linked Notes
  • Fee-based Accounts
  • Mutual Funds
  • Registered Education Savings Plans (RESPs)
  • Registered Retirement Savings Plans (RRSPs)
  • Retirement & Estate Planning Services
  • Insurance
  • Options

Licensed In

  • Ontario
  • Alberta
  • British Columbia
  • Quebec

Insurance

Life insurance can play a very important role in your financial plan and can give you peace of mind knowing you have provided for the well-being of your family.

Generally, life insurance guarantees the payment of a pre-specified amount of money upon your death, paid tax-free to the beneficiaries chosen by you. Proceeds from a life insurance policy bypass your estate and are paid directly to your beneficiaries. This not only provides a faster and more efficient settlement for your beneficiaries, it also means there are no probate, legal or executor fees levied on these assets.

By integrating life insurance into your financial plan, you can choose a customized policy that offers growth opportunities and attractive tax advantages, benefits that are passed on to your beneficiaries.

Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.

Insurance

Life insurance can play a very important role in your financial plan and can give you peace of mind knowing you have provided for the well-being of your family.

Generally, life insurance guarantees the payment of a pre-specified amount of money upon your death, paid tax-free to the beneficiaries chosen by you. Proceeds from a life insurance policy bypass your estate and are paid directly to your beneficiaries. This not only provides a faster and more efficient settlement for your beneficiaries, it also means there are no probate, legal or executor fees levied on these assets.

By integrating life insurance into your financial plan, you can choose a customized policy that offers growth opportunities and attractive tax advantages, benefits that are passed on to your beneficiaries.

Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.

Insurance

Life insurance can play a very important role in your financial plan and can give you peace of mind knowing you have provided for the well-being of your family.

Generally, life insurance guarantees the payment of a pre-specified amount of money upon your death, paid tax-free to the beneficiaries chosen by you. Proceeds from a life insurance policy bypass your estate and are paid directly to your beneficiaries. This not only provides a faster and more efficient settlement for your beneficiaries, it also means there are no probate, legal or executor fees levied on these assets.

By integrating life insurance into your financial plan, you can choose a customized policy that offers growth opportunities and attractive tax advantages, benefits that are passed on to your beneficiaries.

Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.