Timothy Wong, CFA, CFP, CLU - Executive Financial Consultant

Timothy Wong, CFA, CFP, CLU - Executive Financial Consultant Tim creates personalized financial plans with a focus on retirement planning and tax minimization. Minimum investment amount of $500K

My team and I take a bespoke approach to growing and protecting the wealth our clients have built, with an emphasis on long-term security and personalized service. We follow a modern, holistic wealth management philosophy that addresses the full spectrum of our clients’ financial needs. Our services include investment management, retirement income planning, risk management, tax optimization, inter

generational wealth transfer, and estate planning. We collaborate closely with our network of specialists at IG Wealth Management, our clients, and their trusted professionals—such as accountants and lawyers—to deliver integrated solutions that align with each client’s goals and values. Beyond financial oversight, we provide guidance on the deeply personal dimensions of wealth, including legacy planning, family governance, and succession. Our work is built on trust, discretion, and a commitment to crafting enduring strategies that support families across generations.

09/09/2026

Why market uncertainty is a good thing, the “miracle” of modern investing access, and why David Booth is optimistic about the future.

09/09/2026

Economists predicted a wave of retirements that never came. Now companies are staring down a succession crisis they didn't plan for.

09/08/2026

It’s easy to see why businesses succumb to the temptation of new AI tools but when every business invests in AI agents, how do they differentiate from one another?

09/07/2026

The group argues new rules for investment platforms still allow trades that are more akin to bets.

09/07/2026

Serious Americans are still committing serious money to Canadian projects.

09/07/2026

More than 200 ETFs have shut down this year as fund providers launch new products at a record pace.

09/06/2026

A 24-year-old investor hailed as an AI visionary attracted billions—before turning into Wall Street’s latest cautionary tale.

09/06/2026

Five bottom lines tell the tale of a war waged with tariffs.

09/05/2026

Shared ownership of second homes can lead to family disputes. Establishing ground rules can avoid potential for conflict.

09/04/2026

Citi Wealth CIO Kate Moore joins Bloomberg's Lisa Abramowicz and Tom Keene from Jackson Hole, Wyoming. She reacts to Fed Chair Kevin Warsh's debut Jackson Hole speech.

Address

1800-666 Burrard Street
Vancouver, BC
V6C2X8

Opening Hours

Tuesday 9am - 6pm
Thursday 9am - 6pm
Saturday 9am - 6pm

Telephone

+17789687626

Website

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