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Wesley Fong, CFP®, R.F.P., BCom

Senior Planner

Wesley Fong

Email
[email protected]

Office Phone
604.637.4716

Location
Vancouver, British Columbia

As a Senior Planner, Wesley is committed to helping his clients meet their financial goals by increasing their financial literacy, and delivering quality financial planning services.

After graduating from UBC with a Commerce degree in 2003, Wesley started a career in transportation and logistics. His passion for personal finance later led him to a career in financial planning, which brought him to CWB Wealth in 2011.

Wesley specializes in tax management, retirement planning, and comprehensive financial planning for various professionals, including corporate executives.

Wesley obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2014. He earned a spot on the FPSC President’s List for finishing in the top three in the country on the final CFP exam, and was honoured by the FPSC in Toronto in 2013 during financial literacy month. In 2017, Wesley obtained his Registered Financial Planner (R.F.P.) designation.

Beyond the Office

Born and raised in Vancouver, Wesley enjoys playing hockey, snowboarding, and traveling to new places with his wife and young kids.