Howard Wong, CIM®,QAFP™

Senior Wealth Advisor

I bring over 15 years of experience working in investment and wealth management with high-net-worth individuals, foundations, and charitable organizations to the WealthCo team.

My dedication to lifelong learning means I am always up to date on financial, tax, and estate planning trends and developments. I feel incredibly fortunate to be a part of my client’s financial lives and see the impact their decisions have on their future selves, loved ones, and cherished charities.

 
 
 

Question & Answers

 

  • Growing up from very humble beginnings, I was always fascinated with finance and money. Once I started working summer jobs and earning more than my tuition, I started investing. I "fell into" the profession and never left.

  • Helping clients achieving their financial goals - and seeing the "ah-ha" look on their face when they get it, and also when they realize that they will be okay.

  • Visiting the Vimy Ridge Memorial. I was very fortunate to have won the ovarian lottery being born in Canada. That is owed to those who sacrificed their lives.