facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Your Partner In Financial Success

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

Contact us today to get started

Teresa Wong Photo

Teresa Wong

Teresa Wong, CLU, CHS

Life Insurance Advisor, Manulife Securities Insurance Inc.

Financial Advisor, Manulife Securities Investment Services Inc.

Teresa has more than 40 years experience in the financial services industry and contracted with Manulife Securities since 1995. Teresa is the creator of a unique process called The Business Vision Program which helps business owners develop and implement a refined vision that protects and preserves their business as an ongoing concern leading to an invaluable family and/or social legacy.

Teresa has achieved Life and Qualified member for the Million Dollar Round Table (MDRT), the premier association of the top four percent of financial services providers in the world. In 2011, Teresa also achieved the coveted Executive Club Distinction for maintaining the highest levels of achievement in the advisors community. View the press release here.

Teresa began her career at AIG in Hong Kong as an account executive providing group health and dental plans to multinational companies like Motorola, Merrill Lynch, Glaxo Smith, Pan Am, Dow Chemical and Hutchinson Whampoa. She also worked in AIG’s Retirements and Savings Division where she helped set up and administered the pension plan for employees at the American Consulate in Hong Kong. Teresa moved to Toronto in 1989 taking on a supervisory role at AIG Canada servicing and managing individual insurance policies.

Being a financial advisor allowed Teresa to combine her expertise working with both employers and employees. Since then, she has worked with hundreds of individuals and businesses helping them assess their situation, clarify their business and personal goals, and provide the unique solutions for today, tomorrow and future generations.