EMPOWER YOUR FINANCIAL FUTURE
Expert Financial Advisor
At James KM Wong Financial, we provide our clients with the tools, guidance, and support they need to succeed in their respective markets. Our comprehensive financial advising services are designed to help you achieve your financial goals and secure your financial future. Explore our range of services and see how we can help you achieve your financial objectives.
When you work with James KM Wong Financial, you can expect expert financial advice and solutions tailored to your unique needs. Our team has over 38 years of experience in the financial advising industry and we are dedicated to providing our clients with the highest level of service. Contact us today to learn more about how we can help you achieve your financial goals.
FINANCIAL ADVISING SERVICES
ABOUT US
At James K.M. Wong Financial, we believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. Our head of professional financial advising has over 38 years of experience in the industry and we are dedicated to providing our clients with expert financial advice and solutions. Contact us today to learn more about how we can help you achieve your financial goals.
Our founder, James K.M. Wong, has been a professional Financial Advisor since 1986 and is well-known for his financial advising. When you work with us, you can expect a collaboration with transparency and consistency. Want to learn more? Contact us today for an initial consultation.
CLIENT REVIEWS
What Our Clients Are Saying
At James K.M. Wong Financial, we pride ourselves on exceptional customer service and helping our clients reach their financial goals. Our consulting services have transformed the lives of many clients and we are committed to seeing them succeed. Read our client reviews and contact us today to see how we can help you achieve your financial objectives.
I would like to express how thankful I am for the hard work James Wong has put into helping me obtain disability insurance. I had difficulty securing coverage, but James convinced insurance companies to reconsider my application and successfully obtained approval.
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He has developed strong relationships with many insurance companies, and because of his past history with them, he was able to effectively advocate for me as a client. James has a stellar reputation. He is a dedicated, diligent, and conscientious professional insurance advisor who has provided quality insurance advice to me, as well as to many other medical and dental professionals across Canada.
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I highly recommend James Wong as an experienced insurance advisor who can assist anyone considering purchasing insurance or struggling to obtain coverage. I am grateful to have had James on my side to navigate the challenging world of insurance.
Dr. R. S., Calgary
Thank you so much for your fantastic service. I appreciate all the time and hard work you have put into finding me the best insurance for my needs. I like the way you provide me with sound financial advice but allow me to make the final decisions without pressure. I am very pleased with my current financial portfolio. I look forward to continuing business with you.
Dr. J. P., Calgary
James is a dedicated and responsible advisor who has worked tirelessly for me when it really mattered — at the time of my claim. His advice to split disability policies between both Manulife and Canada Life has proven to be invaluable, though I didn’t fully appreciate its value until it was needed.
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In my situation, I had become disabled, but Manulife initially rejected my claim. Even then, James argued relentlessly on my behalf with Manulife. Fortunately, we had purchased a second disability policy through Canada Life, which, after reviewing my case, approved my claim. James then brought the approved claim to Manulife's attention and successfully got my previously rejected claim approved, ensuring that all owed disability funds were paid to me.
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Without James’ help, I would not have been able to get my disability claim approved by Manulife. His perseverance in dealing with the insurance company, as well as his sound advice, were crucial. I highly recommend and endorse James Wong as an experienced insurance advisor who always puts his clients first, especially when it matters the most.
Dr. P. W., Edmonton
I first met James when he came into my office over 10 years ago. He is a very nice, professional individual. He explained the importance of buying disability insurance when professionals start their careers. At the time, I was young and in good health, so I wasn’t concerned or interested in life insurance. However, James continued to visit the office regularly, and through our conversations about life insurance, I got to know him better. He was very persuasive, patient, and always listened to my arguments against disability insurance. Eventually, he convinced me to get coverage, and I’m so glad I did. Now that I’m older and dealing with some serious medical conditions, I can see that James was right, and I agree that everyone should have comprehensive disability insurance coverage.
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James has over 33 years of experience in providing quality insurance coverage and advice to a wide network of satisfied medical and dental professionals across Canada. His relationship with the insurance companies' underwriting and claims departments helps his clients obtain approval for coverage, even those who face challenges due to existing medical conditions. To this day, I’ve had 100% of my claims paid thanks to James’ hard work on my behalf.
He is dedicated, responsible, and works tirelessly for me, especially when it really matters — during claims time. I would highly recommend and endorse James Wong as an experienced insurance advisor who always puts his clients first.
Dr. H. A., Edmonton
I am writing this letter to express my appreciation for all the work James has done for me. Although I have been working with him for only about a year, in that time he has achieved what no other agent could.
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I have a long history of medical problems that had previously prevented me from obtaining disability insurance. I had been in contact with two or three other agents, and they informed me that they would be unable to secure any disability insurance for me. However, due to James' hard work and persistence, he was able to acquire disability insurance for me that was not rated. For all that James has done, I am incredibly grateful and would highly recommend him to any of my colleagues.
Dr. M. Q., Edmonton