Becky Wong

Personal Website

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.

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 ...
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Save to invest

A popular exercise at this time of year is the infamous New Year Resolution. What will be yours? We’ve heard ...
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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 ...
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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 ...
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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 ...
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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 ...
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