Nancy Fong Email & Phone Number

Experienced financial advisor with a demonstrated history of working in the financial services industry. Nancy is skilled in estate & tax planning, retirement planning, life insurance & risk management, charitable gifts planning and financial planning. She is a strong business development professional with a FEA (Family Enterprise Advisor) from the Sauder School of Business. With business and law degrees under her belt, and close to twenty years of working as a Certified Financial Advisor, Nancy has become an expert in financial and intergenerational wealth management. Nancy brings a unique set of skills to the table, as she practiced as a solicitor for twelve years before earning her CFP and becoming a financial planner. Always aspiring to learn more, Nancy gained her designation as a Family Enterprise Advisor through the Family Enterprise Canada, and UBC's Sauder School of Business. As the president of NYF Wealth Management, Nancy aspires to empower families to cultivate their own wealth-being. NYF specialized in grandparents, parents, and young adults who care about securing their financial future for themselves and their family. Nancy helps families, as well as professionals, primarily accountants and lawyers, with financial planning or estate planning questions unique to them.

Listed skills include Estate Planning, Financial Reporting, Finance, Strategic Financial Planning, and 15 others.