Thank you for visiting our web site.

The Wong & Mak Wealth Management Team partners with established families, professionals, and entrepreneurs to help them secure total financial independence. We focus on managing, accumulating and preserving client wealth with our systematic and disciplined Success With Value investment program. We strive to provide customized and encompassing wealth solutions and excel in client service.

The contact section gives our telephone numbers, as well as the information required to reach us by email.

We have the expertise and all of the necessary resources at our disposal to help you reach your investment objectives. We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs.
Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world’s most important investment….yours !