Introducing Peter Wong

Serving clients' financial and investment needs begins with building strong, lasting partnerships. As the financial world continues to develop in complexity, the need for an experienced, knowledgeable and, most importantly, trustworthy advisor is integral to building your wealth. Successful planning is more than investments - it is about you, your goals, and your future. Peter Wong's mission is to assist you to create a comprehensive and customized plan designed to address your needs now and for years to come. With over 24 years of providing investment advice, Peter's diligence and success can be attributed to a simple mandate he proudly follows: he treats his clients' investments as if they were his own.

Community Involvement

Born and raised in Vancouver, Peter is recognized for his continuing leadership in the community. He has served on a number of boards including the Vancouver Art Gallery, Canada Merit Scholarship Foundation and Dr. Sun Yat-Sen Garden. A dragon boat enthusiast, Peter has been involved with the Dragon Boat Festival since its original inception over 25 years ago, and he now serves on the board of directors as Vice-Chair. He also represents the Alzheimer Society BC as a "Leader of Hope" member.

Services

It is important to ensure that your portfolio is properly diversified, monitored, and rebalanced on a regular basis, and you can expect that care from Peter. Investing can be a key way to preserve and grow your wealth, whether it is for retirement, preparing for your child's post-secondary education, obtaining tax-efficient investments, or distribution of disposable income. All investors are unique and your investment needs are my priority to help you with your financial future.

Please contact me at your convenience to learn more about the financial services we offer.