WEALTH MADE CLEAR
Where you can trust your interests are being heard and addressed.
We do financial planning differently.
We think you’ll like it.
You should have confidence that whoever you put in charge of growing your investments consistently has your interests at heart. It should be clear that your financial advisor has the freedom to invest your money in the best independent solutions for you.
At The Wong Group, our team is uniquely positioned to manage your wealth in a way that sets you up for financial resiliency, allowing you to build and maintain a Work-Optional Lifestyle no matter how long you live.
Our best practices focus on getting you the best results. No cookie cutter tactics. No hidden commissions. No restriction on investment products. Just peace of mind that your wealth management plan is cultivated specifically for you.
As Seen On...
Work-Optional Clients:
Assets Under Management:
Client Retention Rate:
The Work-Optional Life
Supporting you into early retirement and beyond so you are free to create your impactful legacy.
Confidence.
We take the time to deeply understand your financial goals, values and mindset around your wealth so that you can have confidence to step into financial freedom and achieve the results that matter most to you.
Competence.
We're Wall Street experienced financial advisors available locally in Vancouver, BC. We're data driven. We use state of the art technology and disciplined investment processes so we can set your wealth up to be resilient through the ups and downs of the market.
Clarity.
Your needs come first. By this, we mean transparency with your management fees and clarity in your statements. And with clarity comes confidence that you’re on track to meet your goals.
Continuity.
Our ability to plan across multi-generations, create business succession and transition strategies, and ensure you’re able to achieve your philanthropic desires, gives you the continuity you deserve.
Take The Smart Risk Investing Quiz
Are you Smart Risk ready? Here’s what we mean by Smart Risk.
The Smart Risk Investing Roadmap
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PURPOSE
Define your end goal & identify your big “Why”. -
PEOPLE
Build a “Circle of Trust” to achieve your goals. -
PLAN
Create a wealth-catalyzing financial and investment plan. -
PERSPECTIVE
Develop a healthy mindset like the ultra-wealthy. -
POSITIVE ACTION
Take actionable steps to achieve your purpose. -
WORK-OPTIONAL LIFE
Achieve and maintain your desired lifestyle.
