Joseph WongFinancial Planner
Motto: Work on yourself will improve your happiness!
- Tax advantage investments
- Retirement and Tax Planning
- Estate and succession Planning
- On going personalized monitoring of clients' situation
- 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.