Professional & Trustable Financial Planning Services in Markham
As a CERTIFIED FINANCIAL PLANNER® professional in Markham, I provide comprehensive wealth management solutions backed by Desjardins' institutional strength. Let's work together to build and protect your financial future.
本人可以用國，粵語為閣下服務。 Free Consultation
Investment Planning
Build and preserve your wealth with personalized investment strategies, comprehensive portfolio management, and proven wealth-building solutions.
Insurance Needs
Protect your financial future with comprehensive insurance solutions including life insurance, living benefits, and long-term security planning.
Retirement Planning
Create your ideal retirement with personalized planning, income strategies, and protection solutions that ensure lasting financial security.
Personal Finances
Take control of your financial future with expert budgeting, debt management, and comprehensive personal financial planning strategies.
Focused On Your Financial Well-Being
With 20 years of experience as a certified financial planner® professional, I specialize in providing tailored financial solutions for professionals and business owners. My expertise lies in helping clients navigate complex financial decisions, from retirement planning and investment strategies to tax optimization and wealth management. I take a personalized approach to every client’s unique situation, ensuring that their financial plans align with their long-term goals. Whether you’re looking to grow your business, secure your family’s future, or optimize your wealth, I am here to guide you with expert advice and a proven track record of success.
More About Jobi WongBenefits of Working with a Financial Planner
Research has shown that there's real value in financial advice and that it provides an undeniable advantage to investors, helping them make informed decisions, optimize their portfolios, and stay on track with long-term financial goals. Expert guidance can lead to better financial outcomes, increased confidence, and peace of mind in navigating complex financial markets.
More Assets Accumulated
Households that have had an advisor for 15 years or more accumulate 290% more in assets than households that haven't.
More Ease of Mind
Investors that have an advisor are more confident and more likely to have a comfortable retirement if they've received financial advice for at least 10 years.
More Returns
Advisors can help investors manage their emotions, which can add approximately 1.5% to portfolio returns.
More Financial Assets
Households that have an advisor have 2.1 times more financial assets than households that don't.
Qualities of a Trusted Financial Planner
As a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience, I am committed to upholding the highest standards of financial planning. Through my affiliation with Desjardins Financial Security Independent Network, I provide comprehensive financial solutions while maintaining the independence to always put your interests first. My approach combines professional expertise with personal dedication to help you build and protect your financial future.
- Integrity & Loyalty
- Availability & Independence
- Professionalism & Skill
- Exceptional Service
Integrity & LoyaltyWhat A Financial Advisor Can Do For You
Using a personal financial planner offers several key benefits that can greatly improve your financial well-being. A financial advisor helps optimize your financial health while providing ongoing support and adjustments as life circumstances change.
Expert Guidance
A financial planner provides professional advice tailored to your unique financial situation, helping you make informed decisions on savings, investments, taxes, and retirement planning.
Goal Setting & Achievement
They work with you to define clear financial goals, whether it’s buying a home, saving for education, or securing retirement, and create a personalized roadmap to reach them.
Time-Saving
Managing finances can be time-consuming and complex. A financial planner takes on much of this work, allowing you to focus on your career, family, or other pursuits.
Risk Management
Financial planners help identify and mitigate risks, whether through diversification strategies, insurance recommendations, or contingency plans for market downturns.
Long-Term Strategy
They provide a long-term vision and disciplined approach to building wealth, ensuring that emotional decision-making or short-term market fluctuations don’t derail your financial goals.
Peace of Mind
Knowing a trusted expert is managing your finances can reduce stress, providing confidence that you’re on track to meet your goals and secure your financial future.
Financial Planning for Every Stage of Life
Starting Out
Build strong financial foundations with smart budgeting, debt management, and early retirement planning.
Established Family
Optimize wealth building while managing education costs and preparing for retirement goals.
Single
In a single-person household, your financial planning needs and priorities require a distinct approach.
Young Family
Balance growing family needs with long-term goals through strategic saving and protection planning.
Retiree
Create sustainable income streams while protecting and preserving your wealth for future generations.
Backed by the Desjardins Team
As A Desjardins Financial Security Independent Network advisor I am backed by a team of dedicated professionals and organizations all working together to protect and grow your assets.
Want a Better Financial Future? Get in Touch for a Free Consultation.
Get Started
