Our financial advisors | Wong & Mak Wealth Management Team | National Bank Financial

Our Beliefs

Wealth is a means and not a goal by itself. It is a means of achieving what you enjoy in your life. But wealth creation takes time, work and perseverance.

Success is driven by a well communicated and holistic process. Our “Success with Value” program serves as a roadmap & help you to achieve financial independence. It is your GPS, your navigation.

Investing is a behavioral science- The program helps you stay focused on what you can control; to have the serenity to ignore those things you cannot control and to have the wisdom to stay the course.

Perpetuating wealth through generations can be as challenging as its creation.

Our team - Wealth Advisor and Associates

Mani Wong

Senior Wealth Advisor & Portfolio Manager

416-756-3893

905-709-9028

mani.wong@nbc.ca

English, Cantonese

Mani holds a Bachelor’s degree in Economics and East Asian Studies from the University of Toronto. She has over 25 years of experience in the financial industry. Mani listens and helps clients to identify and achieve their goals. Mani provides the strategic direction of the team and ensure every aspect of our work is in (good) execution. Work aside, Mani enjoys reading, jogging, hiking with her family.

Mani is passionate about making the world a better place to live for everyone. She is an active supporter of ShareLife -a Catholic organization that supports over 40 different agencies to serve those in need in our communities and around the world.

She is a Certified Financial Planner (CFP), a Fellow of CSI (FCSI), Canadian Investment Manager (CIM) and licensed to provide wealth protection and enhancement strategies to her clients.

Hugo Mak

Wealth Advisor & Portfolio Manager

416-756-3641

905-709-9028

hugo.mak@nbc.ca

English, Cantonese, Mandarin

Hugo holds a Bachelor’s degree in Political Science from the Chinese University of Hong Kong. He has been involved in the financial industry since 1987, and is responsible for the construction and investment selection of our model portfolio. Compassionate and patient, Hugo can identify client needs with ease. In his free time, he enjoys golfing, walking his dog, and cross-fit.

Hugo is a Professional Financial Planner (PFP), a Fellow of CSI (FCSI), Canadian Investment Manager (CIM) and licensed to provide insurance solutions.

Zoe Chan

Wealth Associate

416-756-0049

zoe.chan@nbc.ca

English, Cantonese, Mandarin

Zoe holds a Bachelor’s degree in Administrative Studies from York University. She has over 10 years of financial industry experience. Zoe is a true pillar of the team for trade execution and model portfolio management. She welcomes new challenges and ideas with enthusiasm.

In her spare time, she loves cooking up goodies to share with her friends.

Greta Li

Wealth Associate

416-756-0485

greta.li@nbc.ca

English, Cantonese, Mandarin

Greta holds a Bachelor’s degree in Chinese Language and Literature from the Chinese University of Hong Kong. She joined National Bank Financial in 2018 and is responsible for administrative work. She has since become an integral part of the team through her dedication to providing pleasant client experiences.

In her free time, Greta enjoys making crafts with friends, hiking, and watching movies with her husband and son.