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In Good Standing
First Certified in 2016

Simon Wong

Financial Advisor, PPI Advisory

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Contact info

Phone Number403-560-6980

Disciplinary history

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No

Scheduled proceeding

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No

Financial planning services offered

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Cross-border and international matters Estate planning Investment Retirement planning Small business/Business succession Tax planning

Payment model

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Fee for service: Fixed rate; Fee for service: Percentage of assets; Commissions/Trailers

Location

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6223 2nd Street SE, 220, Calgary, AB, Canada, T2H1J5

Directions

FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.