James Wong

As a Vice President of High Net Worth Planning Services, James Wong is a qualified and experienced professional who will work closely with your advisor to identify strategies and solutions that are customized to meet your personal and business planning objectives. Combining Wong's 29 years as a Chartered Accounted as well as a Chartered Business Valuator, his trusted expertise can be utilized to assist owner-managers of privately held businesses in developing business exit strategies / succession plans.


Click here for James Wong's HNV Biography.

Click here for James Wong's Business Owners Specialist Biography 

Click here for more information on Business Succession Planning: Your Essential Road Map