S.P. Wong Wealth of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help make them a reality.
We are more than a group of financial experts; we’re a family whose mission is to help other families reach their financial goals. And, our story began over 20 years ago. Since each member of our team is a master of their own domain, we run our business with a flat hierarchy. That’s because, by engaging the individual with the most appropriate expertise, our group is able to solve next to any wealth opportunity or obstacle that may arise. But, more importantly, it has helped our clients and their families navigate the complexities of building and protecting wealth – all while knowing they’re part of the S.P Wong Wealth family.
A family-focused approach to wealth
We believe our united, family-focused, and proven approach to taking care of our clients has helped us rise to be one of the leading Advisor teams at RBC Dominion Securities.
Sharon Wong
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Who we are
In 2000, Sharon Wong joined RBC Dominion Securities, pursuing her career in investment and wealth management, which had been a passion from an early age. “My grandfather was an avid day-trader, if you could call it that back then, and my father was a currency trader and private banker – you could probably say it influenced my career choice.”
It also influenced the way Sharon built S.P. Wong Wealth – assembling a family of wealth experts who are as passionate about the financial markets as she was, her father was, and her grandfather before that.
Our thoughts
October Market Update
North American equity markets continue to push to record highs, bolstered by a promising start to the U.S. third-quarter earnings season. The results from major banks signal a healthy U.S. consumer, with spending supported by a resilient labour market, despite some softness among lower-income households. Historically, periods of declining interest rates – especially amid a “soft landing” scenario where the economy continues to grow – create favourable conditions for investment returns.
In this update, I will discuss the potential for a more meaningful divergence in the path of interest rates in Canada and the U.S., with implications for the Canadian dollar.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.