About Paulson Ong

Paulson Ong is a financial advisor with a decade of experience in wealth management. He is driven to help his clients achieve financial independence and realize their goal.

Providing investment management, cash flow management, risk mitigation, and retirement planning, Paulson is known for his strategic and methodological approach in helping families meet their long-term financial goals. He also collaborates regularly with partners in tax consulting, financial planning, insurance planning, and trust services to provide the best advice for his clients.

Paulson's holistic approach has earned him opportunities to work with clients from all walks of life. His clients include working professionals, retirees, and business owners.

Paulson and his team are based out of Toronto. When he is not with his clients, Paulson can often be found traveling with his wife, Sally, and three children.

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

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Paulson Ong
Financial Advisor
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Sally Lee
Client Service Coordinator
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Jessie Cao
Client Service Assistant

Raymond James Ltd.

Our History

06/10/2018
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Our Accolades

06/07/2018
Helping you manage your financial success
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Life Well Planned

06/06/2018
Helping you establish and oversee a variety of plans
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About Raymond James

06/05/2018
Trusted and comprehensive guidance to support your needs and corp...
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Investment Strategy

06/04/2018
Trusted and comprehensive guidance to support your needs and corp...
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