Becky Wong

B. Comm (Hons), CFP, FMA, FLMI, EPC, HIA

Mutual fund representative 1 Insurance representative

Awana Wealth Management inc.

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

As a true believer in continuous learning and formal education, I have earned a wide variety of professional and industry accreditations. In addition, my extensive financial background at senior levels has encompassed over 3 decades of experience in banking, insurance and finance. I work closely with individuals and businesses to ensure their financial goals are consistently met. With a passion in knowledge sharing, I have provided many years of adult instructional experience on a variety of business and financial topics. Professional advice is provided in the areas of personal tax planning, retirement planning, investment strategies, personal risk management and family philanthropy. Since 2012, I have been appointed to the Richmond Seniors Advisory Committee by Richmond City Council. I have also been a contributing editor for Canadian Money Saver Magazine since 2005 and a previous speaker at the Vancouver Financial Forum and Wealth Management Expo.

A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Insurance

Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.

  • Group Life Insurance
  • Guaranteed Issue Life Insurance
  • Health and Dental Insurance
  • Segregated Funds
  • Annuities
  • Life Insurance (universal, whole, term)
  • Travel Insurance
  • Living Benefits (critical illness, disability, long-term care)

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
Learn more about the value of a representative
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Economic news with Sébastien Mc Mahon and his team

Clément has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.