Kevin Wang

For some people, investing can be based on emotion. Unfortunately, allowing fear or anxiety to dictate or influence your investment strategy can lead to making poor decisions. I can help you approach investing objectively through a disciplined process that has helped 7 million investors in the United States and Canada.

When I first work with clients, I begin by discussing their current situation. I ask questions about their family, their job, their lifestyle, etc. This gives me a solid understanding of where they are today in terms of finances. I then ask about their future – what they want to achieve...