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.