Richard Wong prides himself on the long-term relationships he’s built with clients. With over 20 years in the financial services industry, Richard has a passion to help provide knowledge and expertise on financial well-being. Alongside Cally and Zita, Richard has helped grow clients’ wealth through a disciplined and managed approach to investments and financial planning.

Richard joined Richardson Wealth’s Markham office in January 2020 to provide clients with increased accessibility to personalized wealth management strategies. Clients will benefit from Richardson Wealth’s expertise in tax and estate planning, insurance, philanthropic and business succession needs.

Richard holds an MBA from the Edinburgh Business School and has a Bachelor of Arts (Economics) from the University of Toronto. He is a member of the Rotary Club of York and enjoys cheering on his daughter at her competitive dance performances.

For the past 20 years, Cally Wong has provided clients with a customized approach to their investments and financial planning. Having previously worked at two large Canadian banks as an Investment and Retirement Planner, and most recently as an Investment Specialist and Financial Planner, Cally enjoyed drawing on her past experiences to provide holistic advice.

In January 2020, Cally and her team joined Richardson Wealth’s Markham office to provide clients with increased accessibility to personalized wealth management strategies. The vast array of expertise within the Firm will help clients address many of their tax and estate planning, insurance, philanthropic and business succession needs.

Cally holds the Personal Financial Planning designation and is an Associate of the Institute of Canadian Bankers. In her spare time she enjoys interior decorating and is a student member of the Decorators & Designers Association of Canada.

Felix Lee has worked at a large Canadian bank as a Senior Financial Analyst for the past 10 years and joined the Richard Wong Wealth Management team in May 2020.  Felix brings his experience and knowledge of mutual funds to assist Richard with Portfolio construction.

Felix holds the Chartered Professional Accountants of Ontario designation and has a Bachelor of Commerce from the University of Ottawa.  In his spare time he volunteers with the Canadian Chinese Youth Athletic Association, likes playing golf and cheering on the Raptors.

Zita has worked in the financial services industry for 20 years and joined the Richard Wong Wealth Management team in 2015. Zita continues to provide a high level of administrative and customer service support to their practice.

Outside the office, Zita enjoy travelling with her family.