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

Vice-President, Investment & Wealth Advisor

604-257-7154 | Email me
778-284-2522 | LinkedIn
1-844-250-7877

Liam specializes in Wealth Management and draws on his expert knowledge of 20 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 Bachelor of Arts graduate of Simon Fraser University in the field of 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, hitting the gym, and spends time with his family and two young daughters of ten and seven, and a new born son.

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

Tammy Wu

Associate Wealth Advisor

604-257-7238 | Email me

Tammy brings with her 14 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 liaise with her professional network of experts to find a solution if required.

Tammy resides in Burnaby and loves to travel, and 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. 
 

Jason Marten

Associate

604-927-5667 | Email me

Jason joined our team in December 2019. Prior to RBC Dominion Securities, he was with First National working in the mortgage industry. Jason holds a Bachelor of Commerce degree from the University of Alberta where he studied Finance and Economics. He looks forward to serving you and addressing any inquiries you may have.

 

Jason resides in North Surrey and enjoys going to the gym, taking his dog for walks, and spending time with his family.

Our Extended Team

advisor

Financial Planning Specialist, RBC Wealth Management


advisor

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


advisor

Vice-President & Business Owner Specialist, RBC Wealth Management