Bachelor of Commerce, University of Toronto
Certified Financial Planner (CFP)
Personal Financial Planner (PFP)
English, Cantonese, Mandarin
Investment and Retirement Planning, Estate Planning
I know how important your finances are to you, and I believe you deserve an advisor who will put your cares and concerns first. This is why I take the time to truly get to know you and what matters most to you and your family. It is this deep understanding of your financial situation that allows me to design and implement a plan specific to your needs, goals, and objectives.
Working at BMO Nesbitt Burns allows me access to a team of experts. This provides you with counsel in such diverse areas as estate planning, tax minimization, everyday banking, trust services and philanthropy. This depth of resources gives me the ability to address every aspect of your financial picture.
Personal service is the cornerstone of what I do. I believe my consultative approach has helped me build relationships with my clients based on trust and integrity. As a result, many of my clients come to me as referrals from clients who believe their family and friends deserve the same level of service and peace of mind that I was able to provide to them.
Joey Pang CFP, PFP
Graduating from the University of Toronto in 2001 with a Bachelor of Commerce degree, I then enhanced my education by obtaining the CERTIFIED FINANCIAL PLANNER® designation, and the PFP certificate. I have spent the last fourteen years helping clients manage their investments and build their wealth.
My wife Ann and I live in Mississauga with our two beautiful daughters. Outside of work, I'm involved locally in my church and several charitable organizations. When time allows, I enjoy sports such as golf, basketball, tennis and fishing.
To arrange your complimentary consultation or for more information on any of my services, please contact me at (905)897-9614 or my sales assistant Clara McPherson at (905)897-5520