Having been in the banking industry for 10+ years, I sought a career path where I could create positive change in other peoples' lives. I believe that a thirst for knowledge, a strive for excellence and a yearning to help others are key to becoming a good financial advisor.
Having worked in the oldest bank in Canada, I have learned to be versatile in dealing with clients. Active listening and being patient in understanding your needs are how I bring value to clients that come to Edward Jones.
Working closely with the Richmond community, my branch is located at Blundell Plaza. I have lived in Richmond for over 15 years, and have helped clients in all walks of life to realize their financial goals. Philanthropy plays an important role in my career, thus I am an active committee member at BC Children's' Hospital Foundation and S.U.C.C.E.S.S.
Along with our branch office administrator, we partner as a team to deliver exceptional customer service. By educating clients on current markets, economic trends and achieving goals, we help our clients reach their dreams. We take pride in knowing you at a deep level to tailor a customized financial strategy for your unique values and needs.
Through my studies in Finance at the University of British Columbia, I learned important financial concepts that are applicable to building a sound financial future for you. In the past year, I have continued to take licensing courses to upgrade my knowledge and strengthen my practice.
On our days off, my wife and I enjoy challenging each other to culinary cook-offs. I take pride in being a self-proclaimed foodie, with the goal of travelling to a new international destination each year. Hiking, watching movies and gaming are also some of my favourite hobbies.
I look forward to partnering with you to discuss how we can help you reach your financial goals.
Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- Wealth Protection Strategies
- Education Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Culinary Arts
- Hiking
- Music
- Scuba Diving
- Movies & Entertainment
Office Information
Phone Number
Felix Wong at (604) 247-2556Weekday | Availability |
---|---|
Monday | 09:00AM - 05:30PM |
Mon | 09:00AM - 05:30PM |
Tuesday | 09:00AM - 05:30PM |
Tue | 09:00AM - 05:30PM |
Wednesday | 09:00AM - 05:30PM |
Wed | 09:00AM - 05:30PM |
Thursday | 09:00AM - 05:30PM |
Thu | 09:00AM - 05:30PM |
Friday | 09:00AM - 05:30PM |
Fri | 09:00AM - 05:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | By Appointment Only |
Sun | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:30PM |
Mon | 09:00AM - 05:30PM |
Tuesday | 09:00AM - 05:30PM |
Tue | 09:00AM - 05:30PM |
Wednesday | 09:00AM - 05:30PM |
Wed | 09:00AM - 05:30PM |
Thursday | 09:00AM - 05:30PM |
Thu | 09:00AM - 05:30PM |
Friday | 09:00AM - 05:30PM |
Fri | 09:00AM - 05:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | By Appointment Only |
Sun | By Appointment Only |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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