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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Wong Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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About our team

Meet the team

Daniel Wong, CPA

Daniel Wong, CPA

Wealth Planner

Phillip Soares, CIM®, PFP®

Phillip Soares, CIM®, PFP®

Associate Portfolio Manager

Sameer Amin, MBA, CIM®

Sameer Amin, MBA, CIM®

Supervising Portfolio Manager

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • The Wong Group prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy drives every decision, making sure strategies are tailored to achieve meaningful outcomes and long-term financial success.

  • At The Wong Group, staying informed and knowledgeable is a top priority. Our team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we make sure every decision is well-informed. Our commitment to education helps clients pursue their financial goals with clarity and assurance.

  • At The Wong Group, staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Supporting our community

Providing equitable education opportunities for children is a cause The Wong Group is passionate about. By supporting First Book Canada, our team helps make sure that children in need have access to the resources they require to succeed academically. This reflects our dedication to fostering brighter futures through education and community involvement.

Improving health outcomes for children is a priority for The Wong Group. By contributing to SickKids, we support groundbreaking pediatric research and innovative care that benefits children and families. Our involvement underscores a commitment to advancing healthcare and creating a healthier future for the next generation.

Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for The Wong Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects our belief in a more compassionate and unified society.