The Wong Group
Toll Free: +1 (888) 443-6643
Fax: (604) 267-7135
Building Your Wealth with Expert Help
Our mission is to deliver strong investment performance and excellent service to our clients. We emphasize accountability and an exceptional work ethic in everything we do. We recognize the different needs of every client. Our capabilities and wide product range are designed around fulfilling these needs. We offer custom-built, globally diversified portfolios to meet specific return expectations, cash flow requirements and tolerance for risk for each client.
Our wealth management approach: Our approach to wealth management is based on a detailed understanding of high net worth clients' needs. The Wong Group is more than a conventional money manager or financial planning team: We do both and have over 75 years of combined experience helping our clients successfully manage their wealth.
Our investment philosophy: The Wong Group believes in actively managing client assets using both traditional and non-traditional assets in customized portfolios built to achieve positive long-term results. This means truly diversifying investment portfolios to limit volatility and enhance cash flow.
Our competitive edge: Our unique global team investment experience, coupled with our focus on continually advancing our research and technology, enhancing our security selection and adding to the value we provide to clients, gives us our competitive edge. We are constantly challenging the status quo. We combine in-house and third party expertise and capabilities to best serve our clients. We directly manage core equity disciplines for which we have remarkably strong capabilities.
For asset classes requiring unique knowledge and resources, such as emerging markets, alternative investments and fixed income, we partner with premier global specialists from our network of investment professionals in New York, Toronto, and throughout Europe and Asia. This pooling of specialists gives us a distinct competitive edge in creating and building value for clients.
Get To Know The Wong Group
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