Michael Tang, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Estate and legacy strategies
  • Retirement income strategies
  • Special needs financial considerations
  • Wealth protection strategies
  • Intergenerational planning

About Michael

Finding success means first defining success, and that is unique to every client.

In my work, I help clients identify the things they value most – their definition of success – and build a personalized financial strategy to help them get there. That way, they are empowered to think independently and make decisions based on their own path forward rather than react to the latest stock trend or well-intentioned recommendations of friends. In essence, I help clients feel in control of their own situations and confident in their financial decisions.

As I work one-on-one with clients, I promise to never gamble...

Work History

  • Edward JonesFebruary 2001 to Current

Education

  • University of TorontoMaster of Engineering
  • University of TorontoMaster of Business Admin

Team Members

  • Judy Liang
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

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

Learn More