Established Family
You are more experienced now, your bank account is larger, and it is easier to think further...
It's your money... and your peace of mind. I understand that.
You've worked hard for your money, so controlling your risks and minimizing taxes is important. I understand that too. I know that your financial objectives are very personal, so I will help you make the most of your investments to achieve your goals and secure the future you dream of.
I take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and I am here to help you do that. I embrace investor education because it enables me to build strong relationships with my clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. I know I must do right by my clients the first time, and I strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. I'll do the same for you.
And I will work hard to earn your trust. I carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to contact me for assistance with any financial questions.
latest news
Mon, 10/07/2024 - 06:00
As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market highs – following a strong run over the past year... Read more
Mon, 10/07/2024 - 05:30
Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation:
Budget – Governments and businesses use budgets... Read more
Mon, 10/07/2024 - 05:00
Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members.
Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually... Read more
Happy Clients
Please review our testimonials from our satisfied clients!
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Keith Wong has advised me in choosing my insurance and investment needs since 1980. I have learned to trust his advice in these matters and in spite of the recent fluctuations in the financial world, I have done well. I have not become extremely wealthy but I have not lost either. My investments have consistently shown a gain at the bottom line, where it counts. I do recommend him as a trustworthy advisory.
