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

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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, intergenerational 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.

11/02/2026

Beneath every negotiation is a psychological layer you can’t afford to ignore.

11/02/2026

A little extra cash can spark a big debate: grow it, save it, or turn it into solar-powered confidence? For couples with different risk tolerances, the goal isn’t winning the money argument—it’s building a plan that lets both partners sleep at night.

11/02/2026

The Bank expects the annual inflation rate to stay above 3% through 2027.

11/01/2026

Hundreds of executives have flocked to St. Louis to learn how the Gunds’ family business thrives by putting workers before short-term profits.

11/01/2026

The president promised to help ordinary Americans. He achieved something rather different.

10/31/2026

Travelers should curb their enthusiasm for promised airline upgrades to everything from lounges to seatback screens.

10/30/2026

Smart leaders are scrutinizing where AI can genuinely lighten their load, versus piling more on their overworked brains. Here’s how.

10/30/2026

Retirees seeking to escape the drama in the bond market might look to annuities as an alternative. But they have their own drawbacks, and investors' goals—not emotions—should guide asset allocation.

10/30/2026

Adjustable-rate loan costs are jumping for some, and everything from property taxes to insurance is getting more expensive

10/29/2026

Chancellor of the Exchequer John Healey announced cuts to gas bills and an increase to the minimum wage.

Address

1800-666 Burrard Street
Vancouver, BC
V6C2X8

Opening Hours

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

Telephone

+17789687626

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