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Charles Wang, Financial Advisor

FINANCIAL ADVISOR
Charles Wang

1725 16th Avenue, Suite 104, Richmond, ON L4B 0B3opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Estate and legacy strategies
  • Business owner considerations

About Charles

I have been blessed to enjoy a career that has spanned over 20 years in the financial services industry, including eight years working on Wall Street in New York, as well as being the CFO of a U.S. public company. 

I'm passionate about building relationships and making deep connections – understanding your life's goals and dreams, and helping you achieve them is my top priority.  I enjoy creating simple, yet effective, personalized strategies that can help address my clients' complex financial needs. I specialize in retirement planning, helping you save for your child or grandchild's education, estate and tax considerations as...

Work History

  • Edward JonesOctober 2014 to Current

Education

  • Boston UniversityMaster of Business Admin

Personal Interests

  • Golfing
  • Soccer
  • Fishing
  • Hunting

Team Members

  • Nancy Shi-Reinoso
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(905) 513-5487

Fax

(855) 379-0255

Office Address

1725 16th Avenue
Suite 104
Richmond, ON L4B 0B3opens in a new window

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My priorities

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Setting your path

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