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 $750K.

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.

06/17/2026

Global wealth jumped nearly 9% to $98.3 trillion last year, led by growth in North America and Asia Pacific, according to a new report.

06/16/2026

Anonymized data doesn't always protect privacy. Entrepreneurs must understand the risks of re-identification.

06/15/2026

Inflation accelerated to a three-year high last month, but core prices rose less than expected, an encouraging sign for investors worried that resurgent inflation could force the Federal Reserve to raise interest rates this year.

06/15/2026

If your business depends entirely on you for access to critical information, one emergency can put everything at risk. Here's how to build a continuity plan before that ever happens.

06/15/2026

Making a good first impression, promoting yourself in your community and staying positive help lay the foundation on which successful businesses are built.

06/14/2026

A new Bain & Co. survey of 951 large companies found that AI cost savings are coming in far below what executives projected.

06/14/2026

Even women who have built significant wealth often feel financially insecure. The gap is not driven by income. It is driven by identity.

06/13/2026

Some kids' savings accounts offer unusually high rates, but the benefits of opening one in your child's name go beyond APY.

06/12/2026

Andy Hill says the "cheat code for the FIRE movement" is twofold. It involves hitting Coast FIRE and building an FU fund. The two-part strategy allowed Hill and his wife to walk away from corporate jobs and pursue different careers.

06/12/2026

Appearances to the contrary, Canada is heading into another labour shortage like that of the post-pandemic boom, only of longer duration, stretching to the end of the decade and beyond.

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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