About us

At JW Wealth, We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.

Our team

Jason Wang
Director
Financial Planner
Jason Wang

I am the director of JW Wealth Management Ltd, affiliated with Canada Life. I am certified to provide financial planning service in Canada.

Area of Focus：

  • Investment
  • Risk management

Clientele:

  • Entrepreneurs
  • Executives
  • Professionals

Achievement:

  • 2013, 2016, 2017, 2018 Freedom 55 Financial Excellence Award
  • 2016, 2018 Freedom 55 Financial Elite Award
  • 2016 Wealth Management Net Cash Flow Top 7

Licenses

  • Financial Planning, FP Canada™ - Opens in a new window - 2013
  • CSC, Canadian Securities Institute - 2011
  • Financial Planning, I & II, Canadian Securities Institute - 2010
  • CIFC, Mutual Fund Dealers Association - 2008
  • LLQP, Insurance council of BC - 2008

Education

  • Monetary Banking, Graduate School of Chinese Academy of Social Sciences - 1998
  • Computer and Electronic Engineering, Wuhan University - 1996

At JW Wealth Management Ltd, we are committed to helping our clients achieve their financial goals through personalized financial planning services. Our approach is to work closely with our clients to develop a customized investment and risk management plan that meets their unique needs and objectives. Contact us today to learn more.

Jason Wang awards

Supported by a team of experts

When specialized expertise is required, We have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.