Helping Canadians with financial planning solutions for their financial future.
We collaborate with our clients to identify their unique goals, analyze their current situation, determine the best course of action, recommend & implement an appropriate solution, and monitor and update the customized plan on an ongoing basis.
Code of Ethics
We abide by the rules and guidelines as set forth by the Financial Advisors Association of Canada (Advocis) and the Financial Planners Standards Council (FPSC) of Canada.
Members of Advocis and FPSC must conduct business with the following principles in mind.
The Personal Information Protection and Electronic Documents Act (PIPEDA) deals with the collection, use, distribution and retention of private information.
In order to meet your needs it will be necessary to maintain accurate information about you. We will collect, use, distribute and retain information about you in order to provide you with a product, service or transaction.
We understand that your privacy is important; therefore, we safeguard your information. We will not disclose information about you to anyone without your permission.
We will disclose your information only when it is necessary to provide you with a product, service or transaction from a third party such as a life insurance company. Furthermore, we will disclose only relevant and specific information if we are compelled to do so by law.
We assume that you will want periodic communication by way of telephone, emails, newsletters and mailings. You may opt out of specific communications by contacting us.
For further information please contact:
ONG Financial Planning Services Ltd.
Attn : John Ong
Address : PO Box 46317 Station D, Vancouver BC V6J5G5
Email : email@example.com
Telephone : 604-323-3830