Timothy Wong

Senior Financial Consultant,
Holistic Financial Planning – Tax and Investment Focus
  • Mechanical Engineer from University of Toronto (BASc.)
  • Chartered Financial Analyst (CFA) 2016
  • Former CFA lecturer at Morgan International
  • Certified Financial Planner (CFP) 2017
  • Registered Retirement Consultant (RRC) 2018
  • Chartered Life Underwriter (CLU) 2022
  • 2x Canadian National Champion at Dragon Boat
  • 10th Season as a Dragon Boat Coach
  • Proud father of two boys