Becky graduated with a Bachelor of Commerce (Honours) degree from the
University of Manitoba prior to entering the financial services field. Being a true
believer in continuous learning and formal education, Becky has continued to
earn a wide variety of professional/industry accreditations. In addition, she has an
extensive financial background at senior levels that encompass over 25 years in
banking, insurance, and finance.
Today, Becky is an independent Certified Financial Planner who works closely
with individuals and businesses to ensure their financial goals are consistently
met. With a passion in knowledge sharing, Becky is also a dynamic educator with
many years of adult instructional experience. She makes time to teach financial
courses and regularly conducts seminars and workshops on a variety of business
and financial topics. Becky has been on the faculty at one of Vancouver's Colleges
since 2004. Her students give her excellent reviews because of her ability to teach
the most complex subjects effectively.
Becky provides professional advice in the areas of personal tax planning, retirement
planning, investment strategies, personal risk management, and family philanthropy.
She is also a contributing editor for Canadian MoneySaver Magazine and a previous
speaker at the Vancouver Financial Forum and Wealth Management Expo.
She is currently appointed to the Richmond Seniors Advisory Committee (RSAC) by Richmond City Council. One of the role of RSAC is to initiate studies on matters deemed to be of concern to seniors and will submit information, options and recommendations to City Council as necessary and requested.
Becky Wong's Recent Articles
Time is Money
Let’s take a moment to visualize the following: A middle-aged man in a t-shirt and shorts relaxing on the couch lying down with one arm behind his head and the other arm hanging over the edge of the couch. His wife is looking down at him from behind the couch and he says to her […]
Save to invest
A popular exercise at this time of year is the infamous New Year Resolution. What will be yours? We’ve heard it from dozens of pundits. Financial gurus constantly preach to us on its merits. Even our parents lectured us on it. We’ve all heard it before, but how many of us actually do it? Saving […]
Posted: December 31st, 2013 under General.
The Many Faces of Entitlement – Part 4
I was not planning to continue with this hot topic of entitlement, however, the past week’s events in our Senate had been exasperating. I listened to and read Senator Pamela Wallin’s statement in the Senate on October 23, 2013 defending herself against accusations she claimed ineligible travel expenses and arguing against a motion to suspend […]
Posted: October 28th, 2013 under General.
The Many Faces of Entitlement – Part 3
Well, I guess the average person’s sense of entitlement is extended to our highly paid Canadian Senators. Under the review by several ethics officers over their spending, particularly the housing allowance and travel and associated per diem charges, are two high profile senators: Mike Duffy and Pamela Wallin. Duffy and Wallin are intelligent and accomplished […]
Posted: July 5th, 2013 under General.
The Many Faces of Entitlement – Part 2
Another aspect of ‘entitlement’… continuing from where we left off. Another definition per the Merriam-Webster dictionary defines “entitlement” as: a government program providing benefits to members of a specified group; also : funds supporting or distributed by such a program. Let’s use Canada’s Old Age Security program (OAS) to illustrate. Benefits include the basic Old […]
Posted: January 16th, 2013 under General.
The Many Faces of Entitlement
It was Sunday, November 25, 2012. Sunday is really the only day that I can go out for a relaxed lunch with my hubby from a busy work week for both. We went to a wonton noodle house type restaurant and ordered a three-choice combination lunch setting. I’ve ordered several times from that menu, in […]
Posted: December 12th, 2012 under General.