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Becky Wong

Becky Wong

Becky graduated with a Bachelor of Commerce (Honours) degree from the University of Manitoba prior to entering the financial services field. Being a true believer in continuous learning and formal education, Becky has continued to earn a wide variety of professional/industry accreditations. In addition, she has an extensive financial background at senior levels that encompass over 20 years in banking, insurance, and finance.

Becky is a practicing financial professional in the Vancouver area. With a passion in knowledge sharing, Becky is also a dynamic educator with many years of adult instructional experience. She makes time to teach financial courses and regularly conducts seminars and workshops on a variety of business and financial topics. Becky has been on the faculty at one of Vancouver's Colleges since 2004. Her students give her excellent reviews because of her ability to teach the most complex subjects effectively.

Today, Becky is an independent Certified Financial Planner who works closely with individuals and businesses to ensure their financial goals are consistently met. She specializes in wealth accumulation and comprehensive financial planning, and is always happy to help educate her clients in areas that impact their personal financial portfolios. She provides professional advice in the areas of personal tax planning, retirement planning, estate planning, investment strategies, personal risk management, and family philanthropy.

Becky Wong, B.Comm (Hons), CFP, FMA,
Independent Financial Planner
Vancouver, BC
(778) 227-7087


Articles

Planning For RRSPs Beyond Today (Download)

More Than Retirement Planning (Download)

"Revisiting the Home Buyers' Plan" (Download)

"Time is Money" (Download)

"Save To Invest" (Download)

"Bear and Bare Essentials" (Download)

"Will There Be An Infrastructure Bubble?" (Download)

"What is Your Target Risk?" (Download)

"Is OPM Right for You?" (Download)

"Drawing a Larger Income" (Download)

"How do You Obtain Personal Credit? " (Download)

"What's Your Ratio?" (Download)

"Networking" (Download)

"Business Resources at Your Fingertips" (Download)

"Turning Passion into Money" (Download)