As a Wealth Advisor, Michael provides each of his members with investment advice and solutions tailored to their unique financial goals and objectives. With more than 20 years of experience in the financial services industry, Michael specializes in helping member’s develop practical solutions in order to meet their financial goals such as retirement, tax and estate planning.

In addition to having his diploma in Management Systems (with honours) from BCIT, Michael holds the following designations: Certified Financial Planner (CFP) and Responsible Investments Specialist (RIS)

Michael is firmly committed to long-term relationships with his members. He works with his members through their life change events to make sure their investment strategy and financial plan continue to meet their specific needs. He takes great pride in his role as an Advisor and feels the biggest endorsement he can receive from a member is when they tell their friends and family about their positive experience.

Michael can offer members access to a wide range of investment opportunities, including stocks, bonds, mutual funds, fee-based investment accounts, exchange-traded funds (ETFs), socially responsible and tax-advantaged investments, and fossil-fuel free investment options.

Michael Wong, CFP

Wealth Advisor
Vancity / Credential Securities
Call or email me to learn more:
Tel: 604.360.4518
Michael_Wong@vancity.com