PIERRE WONG

PIERRE WONG

B.A. CLU CEA RRC Consultant 

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.

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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 - October 2019

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

WOMEN AND MONEY – What do you need to know to protect
your personal assets as a woman? Are you single, married, common law, separated, divorced or widowed? What do you stand to gain or lose financially under any of these circumstances? Does Canada tax law work for you or against you? LEGAL - When do you need legal advice? Should you use a lawyer to draw up your legal documents? Do off the shelf Will or Power of Attorney do the same job? Complimentary dinner, Q&A and Prize Draw. All are welcome.

Oct 22, 2019 - Oct 22, 2019

Emerald Chinese Restaurant
30 Eglinton Ave West
Mississauga, ON L5R 3E7

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Investors Group

9/18/2019 -9/18/2019

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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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Investors Group

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