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Financial Services

We provide financial services in Canada.

annwong579
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Financial Services

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  1. AWSM APLENTY WEALTH SOLUTIONS MANAGEMENT

  2. Who us? • As a Certified Financial Planner and industry professional, We provides risk management and investment planning services. We seeks to understand our clients, their values, and life goals in order to customize a plan to meet individual needs. We values our relationships and earns trust from clients through risk mitigation and wealth creation strategy development.

  3. Our Philosophy • We believe that each one of us are here to be of financial service for the people and community around us.  It is a rippling effect where actions we take improve the quality of life and the environment.  Each of us has our unique knowledge, ability, and skill set.  With that, we can improve and transform our community near and far.  Locally, we have built new playgrounds, petitioned for crosswalks, saved schools, and raised funds for many charities and foundations.  No action is too small as long as we work together to build a better place today and for generations tomorrow.

  4. Our Servcies • Insurance & Protection • Savings Investments & Retirement Planning • Estate Planning & Wealth Transfer • Business Risk Management & Succession • Asset Management & Charitable Giving

  5. Contact Us • E-mail: annwong579@gmail.com • Website: www.awsmgroup.com • Address: #102 – 2806 Kingsway

  6. Thank You

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