Standard of Excellence
Relationships, that endure, between advisors and their clients are cultivated overtime through a combination of special values and competencies. The committed advisors typically are seasoned and experienced. Time and discipline are required for them to achieve this status.
How does a client identify these important attributes? One method is the client's personal experience with the advisor. Another method that validates an advisor's skills and values is through external sources.
The Million Dollar Round Table (MDRT), founded in 1927, is the premier association for financial advisors. MDRT members demonstrate exceptional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. Only 3-4% of the financial advisors world-wide qualify each year. In 2014, Teresa Wong has achieved Life and Qualifying Membership in MDRT. Why is this significant? Because a mere 16% of all those in MDRT qualify for this special level of achievement. A minimum of 10 years of excellence!
Teresa Wong's recognition as Life and Qualifying Member of MDRT is her commitment and loyalty to her clients. It is based on this spirit that Teresa Wong invites you to join her and start the journey together to your financial success.
Promoting Professionalism Since 1906
Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 13,000 members and 40 Chapters across the country.
On June 4, 1906, the members of the Life Underwriters Associations of Montreal, Quebec City, Prince Edward Island and Toronto met and founded the Life Underwriters Association of Canada (LUAC) in the interest of life insurance agents and represent their views to government and the public.
LUAC was later renamed Advocis, The Financial Advisors Association of Canada.
Advocis offers designations, continuing education opportunities, industry-leading publications, and membership in a chapter network with incredible mentorship programs, study groups, practice development, and more.
Advocis proudly continues a century of uninterrupted history serving financial advisors and their clients.