Stephen Poon Wealth Management Group

Associates - Natalie Yam & Emily Fung 

Being active is always better than reactive.

We protect your wealth by:

1. Takes time to understand needs and goals

2. Keeps an eye on portfolio, keeps informed

3. Looks at entire financial picture

4. Explains analysis clearly

5. Performance of investments

6. Comprehensive review on a periodic basis

7. Customized solutions

8. Re-allocating portfolio

9. Keeps informed of market conditions

10. Access to resources