Nico Wong, CFP
Mutual Funds Investment Specialist, Credential Asset Management Inc.
Pender Branch, Vancouver
“It is crucial that I fully understand my clients’ financial and personal situation in order to successfully guide them through each stage of their life. I want to know what is truly important to you so that I can help customize a plan as unique as you are. Your financial well-being is my top priority. ”
Nico is a dedicated advisor with over five years of experience in the financial services industry. He also stays on top of the ever-evolving financial industry trends and is a strong believer in professional development and lifelong learning. To that end, he has the Certified Financial Planner (CFP) accreditation.
He believes relationships are built on mutual trust which is earned by taking the time to really listen to clients’ needs and goals. It is important to Nico that he have a solid understanding of his clients’ financial situation so that he may develop a customized solution to put them on the path to financial success.
“My favourite part of the job is having the opportunity to meet and work with people from all walks of life. I take pride in knowing that my customized financial solutions help set my clients on the right track to achieving their aspirations and life goals. My clients have a sense of security because I provide a proactive level of service and they know I am always looking out for their best interests.”
As an advisor, Nico works with clients to create customized financial plans that focus on financial management, income tax planning and efficiencies, investment and education planning, risk management, retirement and estate planning.
Nico will work with you to develop your comprehensive lifespring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).
Learn more about the value of working with a financial advisor.