With over 15 years of work experience in education, I believe that the best teacher is the one who is able to think from another party's perspective and explain complex ideas through simple explanations.
With 8 years of financial services experience in Edward Jones, I believe that coaching and explaining financial concepts is as important as providing investment recommendations.
With my abundant life experiences, I partner with my clients to understand what is important to them and understand the direction they're going in life. While helping my clients building their wealth, I would educate them to understand financial planning is more than just investing, which usually involves a lot of family decisions and good perspective.
I work with my administrator, April, using an established process to achieve their personalized financial goals. For example, their retirement savings strategies, educations/disability savings plan, wealth protection strategies and estate considerations.
I am passionate about the opportunity to start and grow my business in South Surrey and White Rock, where I have lived since I moved to Canada 10 years ago. I would love to help people like me, who find this community their home, establish themselves and pursue passion for excellence and do what’s right.
Our office is located in 14928 56 Ave, easy access to Highway 10 and 152nd Street, Surrey. Parking is abundant and free. Look forward to building new relationships in the future!
I love to spend time with my family, enjoy dancing, participating in our local community events and travelling around the world for experience different cultures.
I am bilingual in English and Chinese Mandarin.
Phone NumberDora Wang at (778) 547-9430
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:30PM|
|Sat||By Appointment Only|