portrait of Jake Wang
FINANCIAL ADVISOR

Jake Wang

CFP®, CIWM, CIM®
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Education Savings Strategies
  • Wealth Protection Strategies
  • Business Owner Considerations

Personal Interests

  • Camping
  • Skiing
  • Personal Fitness
  • Mountain Biking
  • Martial Arts

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Fax

(866) 607-6446

Branch Team

  • Winnie Mak
    Branch Office Administrator

Office Address

1437 Kingsway
Ste#201
Vancouver, BC V5N 2R6opens in a new window

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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