About us

At JW Wealth, We’ll help you build a personalized financial security plan. 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.

Our team

Jason Wang
Director
Financial Planner
Jason Wang

I have been providing financial services to Canadians since 2008.

Area of Focus：

  • Fund Investment
  • Risk management

Client Base:

  • Professionals
  • Entrepreneurs/Executives

Professional Qualifications:

  • Alternative Funds and Hedge Funds Investment Qualification, Investment Funds Institute of Canada (IFIC), 2024
  • Financial Planning L1, FP Canada, 2013
  • Canadian Securities Course (CSC), Canadian Securities Institute (CSI), 2011
  • Financial Planning, Canadian Securities Institute (CSI), 2010
  • Canadian Investment Funds Course (CIFC), Investment Funds Institute of Canada (IFIC), 2008
  • Life License Qualification Program (LLQP), Insurance Council of BC, 2008

Education Background:

  • Monetary Banking, Graduate School of the Chinese Academy of Social Sciences, 1998
  • Computer Electronic Engineering, Wuhan University, 1996

Through cooperation with Canada's top financial institutions, including Canada Life, Mackenzie Investments, Fidelity Investments, JPMorgan Asset Management, I am committed to providing personalized investment solutions to help each client achieve their financial goals.

https://www.fpcanada.ca/findaplanner

Contact me today to learn more.

Supported by a team of experts

When specialized expertise is required, We have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.