The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Joy (Qiaoyi) Dong, CIM®

Investment Advisor

With over 8 years of experience in the financial services industry, Joy Dong is an Investment Advisor at CI Assante wealth management Ltd, and a CIM® holder. Her professional background includes experience in banking, retirement planning, and investment strategy, providing her with a broad perspective on financial planning across different client needs and life stages.

Joy takes a structured and thoughtful approach to working with clients, placing emphasis on understanding individual goals, priorities, and circumstances. She believes clear communication and education are key elements in supporting informed financial discussions.

In her role, Joy works with clients to help organize financial considerations and adapt planning strategies as situations evolve over time. She remains committed to ongoing professional development and staying informed on industry practices to continue supporting long‑term planning conversations.

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Joy Dong

Joy (Qiaoyi) Dong CIM®

Investment Advisor

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

800 West Pender Street Suite 1600
Vancouver, British Columbia
V6C 2V6 Canada