Sophia Wong

Sophia Wong is a financial advisor with 3i Financial. She comes with over 18 years in the corporate world in sales, marketing and communications, client services, training, human resource management and field operations.

Sophia holds a Bachelor of Applied Science Degree, has a Chartered Insurance Professional designation and is a certified instructor with the Insurance Institute of Canada.

Her philosophy is to provide financial literacy and education to clients of all ages, so clients can make informed decisions about investments and mitigate risks. By conducting in-depth reviews of your financial dreams, she will work with you to design appropriate asset allocation and risk management strategies tailored to your individual needs.

When she is not teaching or working with a client, she donates much of her time to charitable and community service.  Most recently has served as a member of the York Region Children’s Aid Society Board of Directors and as the Chair of the Fundraising, Advocacy & Diversity Committee.  She also lends her time to car seat safety clinics, fundraising for cancer research, Junior Achievements with NAAAP and Heart and Stroke Foundation.

Sophia lives in Unionville with her husband Donald and cat Cali.  They have a mission to be kind, be happy and enjoy every day to the very fullest.