Jason Dong, FCSI, CIWM, CIM, M.Eng.

Vice President, Wealth Advisor

604-665-0676 | Email me
604-266-1147
1-800-641-5665

After getting his master's degree in systems engineering, Jason chose to put his academic skills to work and pursue his entrepreneurial ambitions.
 
Jason was one of the pioneers in the industry of financial information services in China, and was in the senior management in a public company listed in Hong Kong Stock Exchange.
 
Jason believes that communication and understanding is the key in a financial advisory professional practice. His strong background of entrepreneurship helps him to understand the financial needs of entrepreneurs and their families better.
 
Jason is a Fellow of CSI (FCSI®), a Certified International Wealth Manager(CIWM), and a Chartered Investment Manager (CIM®). He holds the Advanced Estate Planning & Trust Strategies (AETS) certification, the Advanced Investment Strategies (AIS) certification, and the Advanced Retirement Management Strategies (ARMS) certification.

Sharon Chan

Sharon Chan, CIM

Associate Wealth Advisor

604-665-0632 | Email me
604-266-1147
1-800-641-5665

Sharon has been in the financial industry for over 14 years.  She provides team coordination and to support Jason in the day to day administrative responsibilities of his business, client account inquires, creating proposals, trading, managing accounts, marketing, research and to ensure that the highest standard of client services are maintained.
 
Sharon obtained her Associated Art degree in California and continued her study in Bachelor of Science degree in General Science from University of British Columbia.  A strong believer in continuous education, Sharon has completed a series of investment planning and portfolio management courses.  Sharon holds the distinguished designation of Chartered Investment Manager (CIM®) from the Canadian Securities Institute (CSI).  She has also completed the Professional Financial Planning Course (PFPC), Wealth Management Essentials (WME) and Derivatives Fundamentals and Options Licensing Course (DFOL). Sharon is fully licensed as a Registered Representative and has obtained her options license.