Experience

The Wong Group at Wellington-Altus Private Wealth

• Canada
• Financial Services
• 1 - 100 Employee

• Senior Wealth Planner

  • Jun 2023 - Present

  Vancouver, British Columbia, Canada



Wellington-Altus

• Financial Services

• Associate Vice-President, Advanced Wealth Planning Group

  • Mar 2022 - Jun 2023

  Calgary, AB



Sun Life Financial

• Canada
• Investment Banking

• Director, Estate & Financial Planning Services

  • Dec 2014 - Mar 2022

  Calgary, AB I am privileged to work with some of the best clients in western Canada. My job responsibilities include preparing comprehensive personalized financial plans for high and ultra high net worth clients of Sun Life Advisors. Specifically, I work with farmers/ranchers, business owners, US connected persons, parents of disabled children, and the list goes on. What I love is that everyone is an individual with individual goals, desires and life challenges. In my role, I attend joint meetings… Show more I am privileged to work with some of the best clients in western Canada. My job responsibilities include preparing comprehensive personalized financial plans for high and ultra high net worth clients of Sun Life Advisors. Specifically, I work with farmers/ranchers, business owners, US connected persons, parents of disabled children, and the list goes on. What I love is that everyone is an individual with individual goals, desires and life challenges. In my role, I attend joint meetings with advisors and their clients communicating with their lawyers and accountants to bring them into the conversations. Conversations may revolve around succession planning, estate preservation, charitable giving etc. As a director at Sun Life, it is also my responsibility to provide training to our career sales force on estate planning strategies, as well as, consult one on one with advisors. My primary focus is to provide training in more complex tax strategies for the advisor's high net worth clientele.

• Estate & Financial Planning Specialist

  • Aug 2011 - Dec 2014

  Edmonton, AB In my role as an Estate & Financial Planning Specialist I am responsible for providing ongoing educational training and financial planning support for the career advisors of Sun Life. I also meet with high net worth individual clients to prepare comprehensive written financial plans, utilizing the six step financial planning process. Finally, I provide tax and financial planning advice in response to telephone and e-mail inquiries from Sun Life Advisors. The EFPS team's experience… Show more In my role as an Estate & Financial Planning Specialist I am responsible for providing ongoing educational training and financial planning support for the career advisors of Sun Life. I also meet with high net worth individual clients to prepare comprehensive written financial plans, utilizing the six step financial planning process. Finally, I provide tax and financial planning advice in response to telephone and e-mail inquiries from Sun Life Advisors. The EFPS team's experience encompasses all areas of financial planning including, cash flow management, risk management and insurance, debt management, retirement, business and farm succession, tax and estate planning.

• Sales Associate Advisor

  • Mar 2008 - Jul 2011

  Edmonton, AB In my position as an Associate Advisor at Sun Life, I was responsible to ensure all the i's were dotted and the t's were crossed for the clients. I met with clients to ensure that their Financial Plan was complete for what they needed to secure their future.

• Financial Advisor

  • Sep 2006 - Feb 2008

  Edmonton, AB


Brooks Consulting
• United States
• Marketing Services
• Bookkeeping Services

  • Feb 2000 - Sep 2006


Town of Cochrane, Alberta

• Canada
• Government Administration
• 1 - 100 Employee

• Business Licensing

  • Aug 1998 - Feb 2000

  Cochrane, AB Administrator for Cochrane Partnership for Economic Development (CPED).



Lake Louise Ski Area

• Ski School Office Manager

  • Nov 1992 - Apr 1996

  Lake Louise, AB