Wong & Mak Wealth Management Team

Partnering with you to achieve your life goals with peace of mind.

Guiding and helping you during key moments of your life

  • Single point of contact for all your financial needs
  • Regular or as-needed follow up of your financial plan for a 360 view of your financial situation
  • Holistic and personalized coaching to help you achieve your financial needs, projects and dreams
  • Support to stay on track in times of volatility

Economic Review

Economic Impact April 13, 2021

 

 

Our Approach

Partner

We want to be your partner at every stage of your life.  It is a partnership that stands the test of time and that works towards your success.

Generation

We take care of you and your family. We treasure the relationship of every single member of your family. In the past, we have had success in helping clients save for their children's education and develop strategies to pass on wealth from grandparents to grandchildren. We help the younger generation start saving for their various life goals.

Peace of mind

We will walk with you to achieve your life goals. You will be kept in the loop. Markets are uncertain but we will remove that stress for you with our holistic wealth management approach. The ultimate goal is to let you and your family focus on what matters most.

What our clients are saying

“I had some experience and knowledge in investing and I knew what I wanted in regard to appointing my own financial advisor. I wanted someone that was professionally qualified and had experience with investments, someone who would listen to me and understood my objectives, someone who was knowledgeable, someone who would diligently carry out the works as laid out in meetings and most importantly someone who was ethical. Mani Wong and her team have satisfied all these criteria. Over the years I have seen few major crises in the financial market and every time my financial position would recover quickly and eventually emerge stronger than it was before the crises. I would like to express my thanks for the work you and your team have done for the past years. I have no hesitation in recommending your services to anyone with complete trust.”

~ Roland (client since 1998)

"We have known Mani and Hugo for a long time, over 10+  years, when they were still with HSBC Financial.

We are extremely happy with their dedication and professionalism especially the way they explain and handle our various portfolios. The Quarterly reviews and get together are helpful. Not only do we have a chance to see how we did in the past quarter, what they would recommend for the future as well get to know the team better.

As such, we not only clients but friends.

We have no reservation in recommending others to join the team.

Before closing, we would like to add that their assistant, Zoe is extremely efficiency and helpful in getting us any needed information.

Truly, they are a good team to be with."

~ Alfred/Ivy Lam

"My relationship with Mani and Hugo began at the end of 2011 when they won me over from another organization.  What stands out with this team is that they never take my business for granted.  They always put my needs as first and foremost and they initiate meetings or calls to gauge any changes.  I totally trust their integrity and professional judgement and have been very happy with the results."

~ Margaret Chin

Upcoming Event

Event to be announced

Date to come

News & Articles

Contact us

Get contact information for our team members and find out where our offices are.

 

Email picto

mani.wong@nbc.ca

hugo.mak@nbc.ca