Jason Dong, FCSI, CIWM, CIM, M.Eng.

Professional wealth management for your unique needs

As you work toward achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage and require professional assistance with the management of your wealth, we can help. Our clients include business owners and their families, self-employed professionals and busy executives. We also help guide retirees requiring innovative strategies to maximize their after-tax retirement income. Well-established families also seek our professional guidance in transferring wealth to the next generation in a tax-efficient manner.