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, 11/11/2024 - 05:00
The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close.
Individuals should consider doing their RRSP contributions before the RRSP rush in the first 60 days of 2025. You can get better values by buying today than when all the last minute... Read more
Mon, 11/11/2024 - 04:30
Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner.
Yet this is the ideal time in life to start developing the correct habits that will lead to a comfortable future lifestyle. But we often hear reasons... Read more
Mon, 11/11/2024 - 04:00
We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we will do and experience in those golden years. We have little doubt about our ability to enjoy the perfect blend of leisure and excitement, which is what makes the very idea of retirement seem... 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.
