Stella Ng
I have the honour and pleasure of living my passion every day at work, where I’m able to help my clients feel more relaxed and comfortable about their financial future.
How I accomplish that is by asking the right questions, to help me understand what is important to you and your loved ones in terms of lifestyle, future aspirations and peace of mind.
In my previous career as a Senior Registered Radiation Therapist and Certified Medical Dosimetrist, success depended on my working collaboratively with a team of medical professionals, and developing and implementing the best treatment plans.
As a financial professional for 27 years, I have maintained the same high standard of care for my clients, working on their behalf and in collaboration with other financial professionals to ensure their financial health.
I hold the accreditations of Certified Financial Planner (CFP), Fellow of CSI (FCSI), Certified Investment Manager (CIM), and Certified International Wealth Manager (CIWM). The CIWM is a globally recognized credential for international wealth management and the highest designation for integrated Wealth Management planning in Canada and the world for protecting and building significant wealth for affluent clientele.
Born and raised in Hong Kong, I have a greater appreciation and understanding of the many world class investment opportunities outside of Canada.
My mission is to provide my clients with peace of mind through ongoing trusted advice and personalized solutions, whether you are investing for retirement, for your children’s education, for tax-efficient income, planning for the estate, for trust or for charitable giving.
Please contact me at your convenience to learn more about the financial services my team and I offer.