Michael Wang

Job title: Advisor

Languages spoken: English, Mandarin

Area(s) served: BC, Alberta, Ontario

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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You can do it, I can help

Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:


  • Assessing your current financial situation,
  • Setting achievable goals,
  • Developing a realistic approach to meet those goals,
  • Helping you work toward your goals and
  • Helping you revise that approach as your needs change.


Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Looking at retirement

Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.

Family centric

Protecting your family and setting them up for success – that's what it’s all about.

All accounts, plans and products

As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.

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Stay informed

See more articles
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them.
Learn more in this article.
Reach out to me if you'd like to discuss your portfolio and explore different options!
Median solvency ratio of Canadian DB pension plans stays flat in Q2 2024: reports | Benefits Canada.com

Median solvency ratio of Canadian DB pension plans stays flat in Q2 2024: reports | Benefits Canada.com

118% is a relatively healthy number in terms of a DB pension's ability to continue paying the benefits to pensioners who qualifies for it. But that's just the median value, individual pension conditions will vary.

"A solvency ratio measures how well a company's cash flow can cover its long-term debt. Solvency ratios are a key metric for assessing the financial health of a company and can be used to determine the likelihood that a company will default on its debt."
Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

Is this economist correct?
Can the BoC rate be a lot lower than the US Fed's rate? What kind of impact would it have on the Canadian Dollar, and our economy?
Canadians are watching.

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