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, 05/13/2024 - 06:00
Financial success methodologies have evolved over the past 30 years with the advent of increasing computational power. Originally, planning was a simple spreadsheet projection of your current situation, plus some assumptions, such as savings rates, tax rates, investment returns and inflation rates... Read more
Mon, 05/13/2024 - 05:30
Our parents raised us; we moved out, had children of our own and raised them. Then our children moved out and had children of their own to raise. It was supposed to stop there for us, but then one day we had to look after one or both of our parents.
According to a 2020 Federal Government report1,... Read more
Mon, 05/13/2024 - 05:00
According to the Canadian Anti-Fraud Centre1, in 2023 there were over 62,000 reported fraud victims. Seniors in Canada are get bilked out of more than $500 million every year. It is estimated that as many as one in five seniors have lost money to fraudsters and most don't report it.
Even though... Read more
Happy Clients
Please review our testimonials from our satisfied clients!
-
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.
