Michael Wang offers exclusive wealth management services to physicians, dentists, affluent professionals, business owners and retirees. Michael helps clients to identify their goals and to build a comprehensive financial and investment plan. 

Michael and his team of specialists can provide clients with long term personalized, objective advice which is complemented by the support of the largest financial institution in Canada.  The following are the most common issues in wealth management:

  • Financial Planning
  • Investment Planning
  • Retirement and Lifestyle Planning
  • Risk Management
  • Estate and Will Planning
  • Tax Planning
  • Incorporation Advice and Strategies for physicians and dentists.

The financial services business is never dull or boring.  During good times and bad times of the economy, clients will always need their financial advisor.  What Michael enjoys about his business is meeting, listening, and talking to his clients about their personal lives, dreams and aspirations, and providing personalized solutions and services for them.

As your advisor, Michael’s primary focus is to provide financial planning and investment advice each individually tailored to suit his client’s needs.  Michael always earns the right to be his client’s first choice by providing quality financial planning and investment guidance, and taking genuine care of his clients by placing their interests’ first.  Working together, this creates a high level of trust and confidence between Michael and his clients. 

Michael’s clients and colleagues respect his humility, integrity, and sincerity.  Many of his clients also appreciate his prompt replies to their inquiries, even while he is on vacation.

Michael has been in the financial services industry for over 16 years.  Prior to this, Michael spent 12 years of his career as a Senior Financial Consultant with MD Physician Services, a specialized investment management firm of the Canadian Medical Association, dealing exclusively with medical doctors and their immediate family members.  

Michael’s education is supported by his professional financial designations, such as the Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellow Canadian Securities Institute (FCSI). He graduated from the University of Western Ontario with a Bachelors of Arts Degree in Economics.

We invite you to contact us for complimentary financial planning review or a second opinion of your investment portfolios.

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