Your Partner in Financial Security and Growth
Experience financial peace of mind with our tailored life insurance and investment solutions. Let us help you build a secure future while growing your wealth
Experience financial peace of mind with our tailored life insurance and investment solutions. Let us help you build a secure future while growing your wealth
Protect your loved ones and your future with life insurance designed around your goals, budget, and stage of life.
Create a clear path to your goals with personalized financial planning that adapts to your life and priorities.
Grow your wealth with investments tailored to your goals and risk tolerance, guided by expert portfolio management.
Protect your legacy and ensure your wishes are honored with personalized estate planning and will preparation.
Terence Wong
Terence is a licensed life insurance agent with over a decade of experience helping clients protect and grow their wealth through tailored financial strategies. He has worked in estate planning for high-net-worth clients at CIBC Wood Gundy and RBC Wealth Management, gaining expertise in wealth preservation, tax efficiency, and legacy planning to support clients’ long-term goals.
Mary Robinson
Mary (CFP, CLU, FMA, MFA) is a financial advisor with over 20 years of experience helping retirees and pre-retirees with $200,000+ in investable assets achieve their financial goals through retirement and estate planning. She and her team specialize in strategies like the “sleep easy portfolio” to maximize income, minimize risk, and give clients peace of mind in retirement.
Ronald Wong
Ronald is a Vancouver Estate and Family Lawyer who handles complex family law matters, high-conflict parenting issues, and estate planning, including wills, powers of attorney, and advance directives. Called in 2021, he has appeared in all levels of BC court, pursues efficient settlements, and develops creative strategies to secure every available legal remedy.
Our financial advisory process is designed to empower you with knowledge and confidence. We guide you through each step, ensuring you understand your options and the potential outcomes.
This first meeting is about understanding you—not just your numbers, but your goals, priorities, and concerns for the future. We’ll review your current financial situation in detail, including your existing insurance coverage, investments, debts, and estate considerations. By asking the right questions, I can uncover gaps and opportunities you may not have realized existed. Whether your priority is protecting your family, optimizing your investments, or preparing your estate, this is where we lay the groundwork for a plan that truly reflects your life and values.
With the insights from our consultation, I work alongside my team of specialists in financial planning, portfolio management, and wills & estates to create a strategy that’s tailored to your unique circumstances. This isn’t a cookie-cutter plan—it’s a roadmap designed to maximize growth potential, minimize risk, and ensure your loved ones are protected no matter what happens. We’ll factor in tax efficiencies, insurance solutions, and long-term wealth-building strategies, so you can move forward with clarity and confidence. Every recommendation is explained in plain language, so you know exactly how each piece fits into your bigger financial picture.
Once you’re comfortable with the plan, I handle the implementation process from start to finish, coordinating with all necessary parties so you don’t have to. But our relationship doesn’t end there—financial success requires regular monitoring and adjustments as life changes. Whether it’s a new job, growing family, or shifting market conditions, I’m here to proactively review your plan and make updates when needed. You’ll always have direct access to me for questions or advice, and the confidence that your financial strategy is evolving alongside your life.
Blg 10, 10271 Shellbridge Way
Richmond, BC V6X 2W8
CA
