Joyce Wong, PFP
Pender Branch, Vancouver
"I am passionate about educating my clients and sharing new, relevant information with them. I strive to provide exceptional service, by anticipating my clients’ needs and ensuring they are comfortable with every client experience."
Joyce brings more than 30 years financial services experience to her role at BlueShore Financial, having worked for a number of financial institutions throughout her career. This experience provides her with a strong expertise in retirement planning, investments, wealth management and estate planning.
A proponent of life-long learning, Joyce continues to augment her work experience with a strong education. Having completed her Professional Financial Planning Course, she is currently working towards obtaining her CFP designation.
Joyce puts her expertise to good use by actively listening to her clients’ needs and then providing personalized recommendations to help them achieve their short- and long-term goals.
“The favourite part of my role is the personal satisfaction I get from truly making a difference in helping my clients achieve their financial goals and providing peace of mind. When a client recommends me to their loved ones, it tells me they see me as their trusted financial partner and appreciate my ability to simplify complicated financial issues, while improving their financial wellness.”
Joyce and her team of specialists will develop and manage a comprehensive lifespring® financial plan for you, integrating everything from insurance†, investments and retirement planning as well as your business banking (if applicable). Joyce's advisory team includes the following specialists: