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Joseph Wong

Financial Planner

Motto: Work on yourself will improve your happiness!

Services:

  • Tax advantage investments
  • Retirement and Tax Planning
  • Estate and succession Planning
  • On going personalized monitoring of clients' situation

Experience:

  • Obtained Insurance License (level II) – 1987
  • Obtained the Chartered Financial Planner designation
  • Certified Financial Planner (CFP®), designation held since 1996
  • Can offer both Mutual Funds and Labour Sponsored Funds
  • Member of the AFP President’s Council 2000, 2001.
  • 19 years experience in personal tax preparation

All clients are personal contacts and referrals. Joe has never believed in cold calling.

Joe speaks five languages including: English, Chinese, Hakka, Cantonese, Mandarin.


Insurance products available through Joseph Wong.