Freedom today. Freedom tomorrow.
Advice that works for you
We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.
Meet Jason Wang
I am committed to helping my clients achieve their financial goals through personalized financial planning services. I work closely with my clients to develop a customized investment and risk management plan that meets their unique needs and objectives.
Products and services
We’ll help you make sure the financial security products you purchase address your specific needs, whether you’re planning for your retirement, saving for your child’s education or starting your own business. We have access to a broad range of insurance, investment and retirement income solutions to help you achieve your goals.
For families and individuals
Our process
Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
Take action
Are you ready to take the next step towards planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.
Book an appointment with us today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.