Amy Wong, CFP

Amy has 20+ years of experience in servicing the financial needs of local and international clients. Amy is CFP designated since 2005 and has held positions in both global and national financial institutions, accumulating extensive private banking and retail credit writing experience. Her most recent role, prior to joining Concept 1 Financial, was a Senior Mortgage Consultant at an award-winning mortgage brokerage firm. 

Amy prides herself on truly understanding her client’s unique personalized needs and aims to build a strong and lasting relationship with every client.  She also understands that real estate is one of the biggest investments in her client’s portfolio and looks to uncover the best financing solution to fit her client’s lifestyle and budget.  Her personal commitment is to ensure the entire financing process is smooth without compromising on integrity and sincerity.