The Talented People Behind the Scenes that make it all work
CEO and Founder, Charted Financial Planner
Meet Wallace Wang, a seasoned Charted Financial Planner 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.
Financial Planner Assistant
Meet Gabbie Xie, your dedicated customer service specialist at Wallace Wang Charted Financial Planner. 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.
