PIERRE WONG
B.A. CLU CEA RRC Senior Consultant
Senior Consultant
Investors Group Financial Services Inc.
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On January 17, 2017 Claire Li was appointed as an Associate Consultant to Pierre Wong's team at 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 five years now advising clients in investments and insurance. She has greatly enhanced the services offered by Pierre's team to all clients and prospects.
Announcement
About —
At IG Wealth Management, financial planning is a team effort. As your IG Consultant, I will meet with you to discuss your immediate goals and long-term objectives. With the support of our team of financial planning experts, who specialize in investment, retirement, tax and life planning and more, we will help make sure you have the financial plan that will help meet all your life’s goals.
Our experts also help clients stay on top of government legislation changes, global market movements and new financial ideas, so they have the most up-to-date knowledge of the things that matter most to your plan.
Using all of that expertise, we will conduct a detailed assessment of your finances and then analyze that information to create an IG Living Plan™ – a financial plan that’s synchronized to all aspects of your life. We’ll regularly review your IG Living Plan to ensure it adapts to your evolving needs.
Team —
A real financial plan
Associations and Community —
Associations
- Vice President, Mississauga Chinese Business Association
- 2012 - Present
Community
- Chair - Community Council, Knights of Columbus
- 2010 - Present
general inquiries —
1000 -1 Robert Speck Parkway
Mississauga, ON L4Z 3M3
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Let’s talk —
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