John J. Ong
Certified Financial Planner, Certified Health Insurance Specialist, Certified Professional Consultant on Aging
John Ong has called Vancouver his home for more than 40 years. He is married and is the proud father of 2 children. John believes that the products and services he provides will allow his clients to achieve the financial peace of mind to do the most important things in life – to live life to the fullest!
John Ong began his financial services career in the early 1990’s with a trust company. He held a supervisory position with the trust for a few years, thereafter he returned back to school to hone his business and computer skills. He resumed his career in the financial services industry in 1997 with a major life insurance company in Vancouver. Then from 2000 until 2008, John continued in the insurance and investments field as part of the management team for a local financial services agency. John leveraged his computer skills to develop formula-driven spreadsheets for decision analysis, time value of money projections, and working calculators for advanced case analysis and preparation.
John holds a Bachelor of Arts Degree from the University of British Columbia, the Certified Financial Planner (CFP) designation, the Certified Health Insurance Specialist designation (CHS), and the Certified Professional Consultant on Aging designation (CPCA). He has also completed the Canadian Securities Course, Conduct and Practices Course & Branch Managers Course from the Canadian Securities Institute, as well as, the Financial Planning Program with the Canadian Institute of Financial Planners.
John has been providing financial planning advice for over 15 years. John is currently licensed as a life insurance agent, accident & sickness agent, mutual funds representative*, Certified Financial Planner, Certified Health Insurance Specialist, and Certified Professional Consultant on Aging. He specializes in personal financial planning advice with an emphasis on risk management, estate & retirement planning.
* Mutual funds provided through Investia Financial Services Inc. Mutual Fund Dealer. Mutual funds are offered via Fund Facts statements, their values are not guaranteed, past performance is not indicative of future performance. Commissions, trailing commissions, management fees and other expenses may all be associated with mutual fund investments. Mutual funds are not covered by CDIC or by any other government deposit insurer. Investia Financial Services is not associated with Ong Financial Planning Services.