EMPOWER YOUR FINANCIAL FUTURE
Expert Financial Advisor
At James KM Wong Financial, we provide our clients with the tools, guidance, and support they need to succeed in their respective markets. Our comprehensive financial advising services are designed to help you achieve your financial goals and secure your financial future. Explore our range of services and see how we can help you achieve your financial objectives.
When you work with James KM Wong Financial, you can expect expert financial advice and solutions tailored to your unique needs. Our team has over 38 years of experience in the financial advising industry and we are dedicated to providing our clients with the highest level of service. Contact us today to learn more about how we can help you achieve your financial goals.
FINANCIAL ADVISING SERVICES
ABOUT US
At James K.M. Wong Financial, we believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. Our head of professional financial advising has over 38 years of experience in the industry and we are dedicated to providing our clients with expert financial advice and solutions. Contact us today to learn more about how we can help you achieve your financial goals.
Our founder, James K.M. Wong, has been a professional Financial Advisor since 1986 and is well-known for his financial advising. When you work with us, you can expect a collaboration with transparency and consistency. Want to learn more? Contact us today for an initial consultation.
CLIENT REVIEWS
What Our Clients Are Saying
At James K.M. Wong Financial, we pride ourselves on exceptional customer service and helping our clients reach their financial goals. Our consulting services have transformed the lives of many clients and we are committed to seeing them succeed. Read our client reviews and contact us today to see how we can help you achieve your financial objectives.
I would like o say how thankful I am for the hard work that James Wong has put into helping me obtain disability insurance. I have had difficulty obtaining disability insurance coverage, James Wong convinced insurance companies to reconsider my application and obtained approval.
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He has developed a good relationship with many insurance companies and due to his past history with them he was able to advocate for me as a client. James has a very good reputation. He is a very dedicated, diligent, and conscientious professional insurance advisor that has provided quality insurance advice to me as well as many other medical and dental professionals across Canada.
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I highly recommend James Wong as he is an experienced insurance advisor who can help any considering buying insurance or has difficulty obtaining insurance coverage. I am grateful that I was able to have James on my side to navigate the difficult world of insurance.
Dr. Rahim Shivji, Met Dental, Calgary
Thank you so much for your fantastic service. I appreciate all the time and hard work you have put into finding me the best insurance for my needs. I like the way you provide me with sound financial advice but allow me to make the final decisions without pressure. I am very pleased with my current financial portfolio. I look forward to continuing business with you.
Dr. Jodi Pritchard, Calgary
James is dedicated and responsible advisor that has worled tirelessly for me when it really mattered, at time of claim. His advice to split disability policies between both Manulife and Canada Life has really been valuable, but only came to my attention as valuable advice when it was needed.
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In my situation, I had been disabled but Manulife initially rejected my claim, even then James argued relentlessly for my case with Manulife. Luckily we had purchased a second disability policy through Canada Life who are reviewing my case apporved my claim. James brought this approved claim to the attention of Manulife and successfully got my previously rejected claim approved and all owed disability funds were paid to me.
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Without James' help I would not have gotten my disability claim through from Manulife, through both his preserverance with dealing with the insurance company as well as his advice. I highly recommend and endorse James Wong as an experienced Insurace Advisor who works first and foremost for his clients when it matters the most.
Dr. Philip Wu, Edmonton