B.A. CLU CEA RRC Consultant 


Investors Group Financial Services Inc.

Investors Group

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On January 17, 2017 Claire Li was appointed as an Associate Consultant to Pierre Wong's team by IG Wealth Management. She is a graduate from University of Toronto Mississauga majoring in Finance and Economics. Claire writes and speaks English and Mandarin fluently. She has been working with Pierre as an Associate Consultant for more than two years now advising clients in investments and insurance. She has greatly enhanced the services offered by Pierre's team to all clients and prospects.


About —

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My goal as a Consultant from IG Wealth Management is to provide you with the financial freedom and security through out your life. Utilizing the unlimited corporate financial resources, expertise and technology, I am committed to develop a plan which will achieve your goals and objectives. As a client, I will monitor and up-date your customized plan periodically to reflect the changes in your personal and financial circumstances. The scope of coverage will include but not limited to investment, taxation, banking, mortgage planning, insurance, retirement and estate planning. My top priority is to ensure the success and integrity of your plan so you and your family may continue to enjoy the financial protection now and overtime. As a client, your personal interest and benefits are always first and foremost.

Team —

Explore all of retirement’s possibilities.

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.

Events —

Pierre's FREE Dine and Learn Workshop - Presented by Pierre Wong - August 2019

Pierre's FREE Dine and Learn Workshop - Presented by Pierre Wong - August 2019

INVESTMENT – What are the best ways to invest? Would iProfile fit your investment strategy? What is Leveraged Investment? Are you a good candidate for this investment approach? What is Symphony? How does it give you a diversified approach to investing? Is Multi-Strategy Absolute Return Fund for you? How does it reduce market volatility and provide a positive risk-adjusted return. Suitable for all long term and prudent investors. Complimentary dinner, Q & A and prize draw.

Aug 20, 2019 - Aug 20, 2019

Summit Garden Chinese Cuisine
3015 Winston Churchill Blvd.
Mississauga, ON L5L 2V8

Investors Group

7/22/2019 -7/22/2019



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Associations and Community —


Vice President, Mississauga Chinese Business Association
2012 - Present


Chair - Community Council, Knights of Columbus
2010 - Present

general inquiries —

1000 -1 Robert Speck Parkway
Mississauga, ON L4Z 3M3

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Investors Group

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