A family-focused approach to wealth
We – S.P. Wong Wealth of RBC Dominion Securities – are more than a group of financial experts; we’re a family whose mission is to help other families reach their financial goals. And, our story began over 20 years ago.
In 2000, Sharon Wong joined RBC Dominion Securities, pursuing her career in investment and wealth management, which had been a passion from an early age. “My grandfather was an avid day-trader, if you could call it that back then, and my father was a currency trader and private banker – you could probably say it influenced my career choice.”
It also influenced the way Sharon built S.P. Wong Wealth – assembling a family of wealth experts who are as passionate about the financial markets as she was, her father was, and her grandfather before that.
Since each member of our team is a master of their own domain, we run our business with a flat hierarchy. That’s because, by engaging the individual with the most appropriate expertise, our group is able to solve next to any wealth opportunity or obstacle that may arise.
But, more importantly, it has helped our clients and their families navigate the complexities of building and protecting wealth – all while knowing they’re part of the S.P Wong Wealth family.
