Wallace Wang Life Insurance Agent

Empowering Your Financial Journey: Wallace Wang Life Insurance Agent - Cutting-Edge Solutions for a Dynamic and Evolving Market Landscape

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Who we are?

Welcome to Wallace Wang Life Insurance Agent, your trusted specialist in dividend-type whole life insurance in Canada. We are committed to providing top-tier life insurance planning, offering tailored solutions that have supported over 300 businesses and families in optimizing tax benefits, retirement planning, and effective wealth transfer. At Wallace Wang Life Insurance Agent, we understand the significance of comprehensive family protection. Our expertise extends to detailed tax planning and strategic personal investment, ensuring that your financial goals are met with expert precision and care. We are dedicated to helping our clients build a secure financial foundation, enabling them to enjoy a fulfilling and stress-free future. Trust us to navigate the complexities of financial planning and insurance, providing you and your loved ones with peace of mind.

Our Team

The Talented People Behind the Scenes that make it all work

Wallace Wang photo

Wallace Wang

CEO and Founder, life insurance expert wealth manage

Meet Wallace Wang, a seasoned life insurance planner and tax advisor with over five years of specialized experience. Wallace excels in crafting personalized insurance solutions, providing expert tax advice for both individuals and corporations, and strategizing investments in RRSPs and RESPs. His comprehensive approach ensures clients achieve financial security and optimize their investment outcomes.

Nova Lyu  photo

Nova Lyu

Admin Manager, Assistant Bookkeeper

Meet Nova Lyu, your dedicated customer service specialist at Wallace Wang Life Insurance Agent. With over five years of experience in the customer service industry, Nova brings a detail-oriented approach to every interaction. She places a high priority on customer experience, ensuring that every client receives personalized attention and care. Nova’s commitment to excellence and her thorough understanding of the intricacies of client relations make her an invaluable asset to our team. She is here to assist you with any inquiries and guide you through our services, making sure that your experience with us is seamless and satisfying. Trust Nova to address your needs with expertise and a friendly touch.

Tina Gao photo

Tina Gao

Accountant, Corporate Tax Expert, Tax Advisor

Introducing Tina Gao, our esteemed accounting partner at Wallace Wang Life Insurance Agent. With over twenty years of extensive experience in accounting, Tina specializes in corporate and personal tax advising, bookkeeping, payroll, and all tax-related fields, including corporation registration. Tina’s meticulous attention to detail has been pivotal in successfully filing taxes for more than 500 corporations and individuals. Her depth of knowledge and precision ensure that every financial aspect is handled with utmost accuracy and efficiency. Tina’s expertise not only ensures compliance but also maximizes financial opportunities for our clients. Rely on Tina Gao to bring clarity and strategic foresight to your financial landscape, ensuring peace of mind and optimal financial outcomes.

Amber Wang photo

Amber Wang

Accounting Assistant, Personal Tax Advisor

Meet Amber Wang, offers comprehensive support in both accounting and personal tax advising. As your Accounting Assistant, Amber ensures your financial records are accurate and up to date, handling tasks like bookkeeping, invoicing, and financial reporting. With Amber's dual expertise, you can confidently manage your finances and taxes, allowing you to focus on what matters most.

Our Services

Our services drive your good financial future

Dividend-Type Whole Life Insurance

Experience long-term financial security with our dividend-type whole life insurance plans. These policies not only provide a death benefit but also offer the potential for cash value accumulation and dividends, which can increase your policy's value or reduce your premiums. Tailored to your unique financial goals, these plans ensure that your loved ones are protected while providing a robust investment component.

Corporate Tax Planning

Navigate the complexities of corporate taxes with our expert guidance. We offer comprehensive tax planning services designed to minimize your company’s tax liabilities and enhance profitability. Whether it's leveraging tax credits, optimizing deductions, or strategic financial structuring, our expertise helps your business achieve its financial objectives while remaining compliant with tax regulations.

Personal Tax Advising

Maximize your tax returns with personalized tax advising services. From understanding deductions and credits uniquely available to individuals to planning for major life events, our approach ensures you pay the least amount of taxes legally possible. We handle all facets of personal taxes, providing you with strategies that optimize your financial situation.

Retirement Planning

Secure your future with our bespoke retirement planning services. We assess your financial landscape, understand your retirement goals, and create a tailored strategy that ensures a comfortable and financially stable retirement. Our plans consider various income streams, investment opportunities, and tax-saving strategies to provide a comprehensive roadmap to your golden years.

Estate and Wealth Transfer Planning:

Ensure your wealth is preserved and passed on according to your wishes with our estate and wealth transfer planning services. We offer solutions that minimize estate taxes, avoid probate, and ensure seamless transfer of assets to your beneficiaries. Our expert advisors help you structure your estate in a way that protects your legacy

What Our Clients Says

Our clients' satisfaction is a testament to our commitment to excellence. Here’s what some of them have to say about their experiences with us.

Working with Wallace has transformed our approach to financial security. His expertise in dividend-type whole life insurance was evident from our first meeting, and he tailored a plan that fits our family's needs perfectly. We now feel much more secure about our financial future. Highly recommended!

- Samantha & John K

As a small business owner, managing both personal and company finances can be overwhelming. Tina Gao has been an incredible resource, helping us navigate complex tax situations and ensuring we make the most out of our financial decisions. Her attention to detail and extensive knowledge are unmatched!

- Derek M

Nova Lyu's customer service is top-notch. She always goes above and beyond to ensure all my queries are answered and that I feel valued as a client. It’s refreshing to work with someone who truly cares about their clients' experiences.

- Michelle T

Wallace Wang's team provided expert advice when I was considering life insurance options. They explained the benefits of different policies clearly and helped me choose the right plan for my retirement and estate planning. I trust them completely with my financial planning needs.

- Robert L

I was very impressed with the thoroughness of the financial planning services at Wallace Wang Life Insurance Agent. They helped me plan not only for my future but also for my children's future, ensuring we have solid financial protection no matter what. Their professional and caring approach made all the difference.

- Emily G

Career Opportunities With Us

Join our team of talented professionals

Engineering

Entry-Level Insurance Broker

Full time Alberta Canada

Need Help? Feel free to contact us.

Our support team will get back to you ASAP.

  • Our Address

    111 Howse Rd NE, Calgary, Alberta T3P 1P3

  • Contact

    Mobile: 403-888-0796

    Mail: wallacefinancialservice@gmail.com

Frequestly Asked Questions

You ask, We answer

What is the best way to start planning for retirement?

The best way to start planning for retirement is to set clear financial goals, assess your current financial situation, and create a detailed savings plan. Begin by estimating your retirement expenses, considering factors like healthcare, housing, and lifestyle. Take advantage of employer-sponsored retirement plans, such as 401(k)s, and consider opening an Individual Retirement Account (IRA). Regularly review and adjust your plan to stay on track.

How can I improve my credit score?

To improve your credit score, consistently pay your bills on time, reduce your credit card balances, and avoid opening multiple new credit accounts in a short period. Regularly check your credit report for errors and dispute any inaccuracies. Diversify your credit mix by having a combination of credit cards, installment loans, and other credit types. Keeping your credit utilization ratio below 30% is also crucial for maintaining a good credit score.

What types of insurance do I need to protect my assets?

To protect your assets, consider obtaining several types of insurance. Key policies include life insurance to provide for your dependents, health insurance to cover medical expenses, property insurance for your home and belongings, and auto insurance for your vehicles. Additionally, consider disability insurance to replace income if you become unable to work and liability insurance to protect against claims and lawsuits.

How should I diversify my investment portfolio?

Diversifying your investment portfolio involves spreading your investments across various asset classes to reduce risk. Start by including a mix of stocks, bonds, and cash equivalents. Further diversify within each asset class by investing in different sectors, industries, and geographic regions. Consider including alternative investments such as real estate, commodities, and mutual funds. Regularly review and rebalance your portfolio to maintain your desired level of diversification.

What are the benefits of working with a financial advisor?

Working with a financial advisor offers numerous benefits, including personalized financial planning, professional investment management, and expert advice on complex financial matters. Advisors can help you set and achieve financial goals, optimize your tax strategy, and plan for major life events like retirement or buying a home. They also provide objective insights and can help you stay disciplined with your financial decisions, ultimately contributing to long-term financial success.