ABOUT US
Our Firm
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Wisdom Wealth is a team of professional financial experts with diverse backgrounds and areas of expertise, who work together seamlessly to offer clients exceptional financial advice and support.
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Traditionally, individuals tend to engage different professionals to address their investment, insurance, tax, and estate planning requirements. However, this approach not only consumes a significant amount of time but also proves to be inefficient. Each professional focuses solely on their specific area of expertise, which can result in receiving contradictory advice or, even worse, advice in one domain that might adversely affect another.
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At Wisdom Wealth, we position ourselves at the center of your financial matters, enabling us to perceive the full picture of your financial landscape. This allows us to ensure that the advice and guidance you receive align with your best interests. Our process begins with a thorough examination of every aspect of your financial situation, and we work with you to craft a comprehensive plan that places you on the optimal path to achieving your goals and dreams.
Our Value
At Wisdom Wealth, we pride ourselves on our approach to wealth and estate planning: one which has proven to be very successful with personal and business families. We maintain the highest levels of integrity, respect, and privacy to help our clients' families build upon their success and secure their financially-geared goals well into the future.
Our Team
Yong Xia
CFP®, CLU®, TEP, RRC®
As both a CFP® professional, a Chartered Life Underwriter®, and a Trust and Estate Practitioner, I understand that everyone’s financial circumstances are unique which is why I believe in providing tailor-made financial advice.
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Together, we can review all aspects of your life and assess how they may impact your personal finances. We can then leverage our skills, experience and expertise to help maximize your financial situation.
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My expertise includes financial planning, Insurance planning, low-cost fee-based investment management, Retirement Income planning. In partnership with experienced tax accountants and lawyer, we also provide services of tax preparation and tax planning, and estate planning services.
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Outside of work, I love spending time with my family, enjoying outdoors sports such as golfing, hiking and skiing.
Founder of Wisdom Wealth
Director of Advanced Planning
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Degrees and Designations
Certified Financial Planner (CFP®)
Chartered Life Underwriter （CLU®ï¼‰
Trust and Estate Practitioner （TEP）
Registered Retirement Consultant （RRC®ï¼‰
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Registration Jurisdictions
Licensed insurance agent in AB, BC and ON.
