Lawrence Wong - Consultant - Investors Group

Independent advice, it just makes sense. We'll handle your investment, insurance, mortgage, and financial planning needs by providing choices you can understand. Know you're making the right decisions for your future. With years of experience in the financial industry, William Chan excels in comprehensive financial planning; addressing issues that may have been overlooked by clients and their past advisors. His detailed knowledge of products and strategies allow him to develop customized solutions that are guaranteed to provide an unbiased view to one's situation. Since 2016, I am a proud holder of multiple designations: CERTIFIED FINANCIAL PLANNER (CFP®), estate planner (CLU®), and health insurance specialist (CHS™).

CWB Wealth, located in Burlington, Canada, operates under the trade name Broad Shield Financial Services and specializes in investment and insurance products. Their team, including experienced investment advisors and administrative support, is committed to providing personalized financial solutions to meet clients' unique needs. Dedicated to fostering a collaborative relationship, CWB Wealth emphasizes open communication throughout the advisory process. They prioritize confidentiality and responsible use of personal information, ensuring that clients' data is protected and used solely for the intended purposes. Generated from the website

G P Chapman Financial Service Inc, located in Mississauga, Ontario, offers a collaborative approach to financial advising, ensuring that each conversation is tailored to meet the unique needs of their clients. The team, led by certified financial planner Jeff Chapman, is dedicated to providing insightful solutions and fostering long-term relationships. With a focus on personalized service, G P Chapman Financial Service Inc aims to guide clients through their financial journeys by covering essential information and exploring various strategies. Their commitment to education and client engagement sets them apart in the financial services industry. Generated from the website