portrait of Jake Wang
FINANCIAL ADVISOR

Jake Wang

CFP®, CIWM, CIM®, CLU®, DFSA™
1437 Kingsway, Ste#201, Vancouver, BC V5N 2R6opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Education savings strategies
  • Wealth protection strategies
  • Business owner considerations

Personal Interests

  • Camping
  • Outdoor Enthusiast
  • Traveling
  • Skiing
  • Cooking

Team Members

  • Winnie Mak
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(604) 730-5352

Fax

(866) 607-6446

Office Address

1437 Kingsway
Ste#201
Vancouver, BC V5N 2R6opens in a new window

More to explore

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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