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 needs are how I can bring value to clients that come to Edward Jones.
Working closely with the Richmond community, my branch is located at 4800 No.3 Road, across from the Superstore. I have lived in Richmond for over 15 years, and have helped clients in all walks of lives to realize their financial needs. I am an active committee member at BC Children's' Hospital Foundation and S.U.C.C.E.S.S.
Along with Neil, veteran Financial Advisor, and Crystal, our Senior Branch Office Administrator, we partner up as a team to deliver exceptional customer service. By educating clients on current markets, economic trends and achieving goals, we help make sense of investing. We take pride in knowing you at a deep level to tailor a customized solution.
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, me and my wife enjoy challenging each other to culinary cook-offs. I take pride in being a self-proclaimed foodie, with the goal of visiting three countries each year to try multicultural cuisine. Hiking, watching movies and gaming are also some of my favorite hobbies.
I look forward to partnering up with you to discuss how we can reach your financial goals.
- Retirement Savings Strategies
- Wealth Strategies
- Wealth Protection Strategies
- Education Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Culinary Arts
- Scuba Diving
- Movies & Entertainment
Phone NumberFelix Wong at (604) 276-8150
|Mon||09:00AM - 05:30PM|
|Tue||09:00AM - 05:30PM|
|Wed||09:00AM - 05:30PM|
|Thu||09:00AM - 05:30PM|
|Fri||09:00AM - 05:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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