Our Extended Team


Craig Dale, B.Comm. (Hons), CPA, CA, TEP

Financial Planning Specialist


Sean Murray, MBA, CPA, CMA, TEP

Vice-President & Estate Planning Specialist


Dana George, LL.B

Will & Estate Consultant

Liam Wong, FCSI, FMA, CFP, CIM, BA (Econ)

Vice-President, Investment & Wealth Advisor

604-257-7154 | Email me

Liam draws on his expert knowledge of 18 years of experience in the financial industry. He has access to a comprehensive range of products and services to help you build and protect your wealth. 

Liam is a BA graduate of Simon Fraser University in Economics. He is a firm believer in ongoing education and strives to continuously add value to his clients in this ever evolving complex financial industry. To date, he has acquired the advanced industry designations of Certified Financial Planner (CFP), Financial Management Advisor (FMA), Chartered Investment Manager (CIM), and is a Fellow of the Canadian Securities Institute (FCSI).  

Liam's breadth of experience, expertise, credentials and on-going education helps him to deliver sound advice and peace of mind for his client's Investment and Wealth Management needs. 

During his spare time, he enjoys biking, basketball, working-out, and spends time with his family and two young daughters of nine and six.

Liam is fluent in English, Cantonese, and Mandarin. He can be reached at 604-257-7154  or email him today.

Tammy Wu


604-257-7238 | Email me

Tammy brings with her 10 years of experience to the financial industry. She delivers exceptional customer service and advice to her clients to help fulfill their financial needs and will liase with her professional network of experts to find a solution if required.
Tammy resides in Burnaby and loves to spend time with her two daughters.
Tammy is fluent in English, Mandarin, and Cantonese. 
She can be reached at 604-257-7238  or email her today. 

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