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Professionals you can trust

Having spent his career working in independent wealth management firms, Joseph has built his practice by focusing on exceptional client service and building trust with his clients in order to help them achieve their financial objectives.

Joseph graduated with a Bachelor’s of Business Administration degree from Simon Fraser University with a specialization in Finance and holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. Joseph is also licensed with the Insurance Council of British Columbia and is a member of Advocis and FP Canada™. 

Joseph Hong is a Wealth Advisor in the firm’s Vancouver office, where he works to help families effectively plan for their future.

Overview

Joseph Hong

Client Relationship Manager

Wealth Advisor

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
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