Strategies to help increase your personal cash flow, keep key employees and protect your business.
Happy Clients
JW
John is very practical about setting up a plan and keeping too it. He has a strong knowledge of all the financial related areas and gives you timely advice. He covers even the smaller details and is very honest about your options. I would recommend him for all your financial planning needs.
DH
John has been helping to plan my financial assets for the last 9 years. I appreciate his honesty, creativity and understanding when working with me to build my portfolio. John's integrity, knowledge and interpersonal skills creates a partnership that helps me to build my financial security. I look forward to a continued prosperous partnership.
JM
John has always been an individual of excellent character. His deep concern for the well-being of his clients is evident in everything he does.
CM
John is a professional - pro-active; organized; prepared; communicative; flexible; patient and very knowledgeable. I've learned a lot from him, as he takes the time to carefully explain and educate, in a client friendly manner. And I'm very happy with the results of my investments!
EL
I've known John for many years having worked with him in the financial industry. That relationship showed me how trustworthy and competent John is as a financial advisor. John has seen me thru many financial stepping stones, including providing life insurance (and investment advice) for my family, and the purchase of a home. In a world where everyone seems to be just trying to make a buck off you, John has always showed exemplary ethics and will give you the straight goods! I do not hesitate to recommend him.
TH
John Ong has been my primary source of financial advice for many years. He is the financial planner to whom I recommend my family, friends and business associates. After a comprehensive review, John enabled me to put my complete personal finances in order, through the placement of term and universal life insurance, disability insurance, critical illness insurance and RESPs. His thorough knowledge of the market, his willingness to research and to advocate, his patient advice and his calm demeanour, all make him a pleasure to work with. Thank you John!
JF
Integrity and honesty...John Ong embodies both of these qualities...more importantly, they define him. That is the reason John is my financial advisor, I trust him implicitly. John always puts his clients first so you know he will go to bat for you regardless of the situation.
