Wallace Wang, CFP®
Independent financial advisor specializing in tax-efficient wealth structuring for high-income professionals across Western Canada.
Wallace Wang, CFP®
Wallace Wang is a Certified Financial Planner (CFP®) and independent wealth advisor based in Calgary, Alberta. With over a decade of experience serving high-income professionals across Western Canada, Wallace has built a reputation for precision, discretion, and results-oriented financial architecture.
His practice is grounded in a simple but powerful insight: most high-income Canadians are significantly over-taxed — not because of bad luck, but because of suboptimal structure. The difference between a good financial outcome and an exceptional one is rarely about finding better investments. It is about building the right architecture around your income, assets, and future.
Wallace works with a deliberately small client base, ensuring every engagement receives the depth of analysis and attention it deserves. His advisory approach combines rigorous tax planning, investment structuring, and risk engineering into a cohesive long-term strategy tailored to each client's unique circumstances.
CFP® — Certified Financial Planner
Certified Financial Planner — held by fewer than 1 in 20 advisors in Canada
Licensed in Alberta & British Columbia
Fully regulated and licensed to practice in Alberta and British Columbia
10+ Years Advisory Experience
Canada's leading Chinese-language financial education content creator
Zero Client Losses
No client has experienced a net portfolio loss under our management
Structure First.
Products Second.
Tax Efficiency First
Optimizing your tax structure is the highest-yield, zero-risk strategy available to any investor. Before selecting any investment product, we ensure your income and asset structure is as tax-efficient as legally possible.
Structure Over Speculation
We do not chase returns. We build architectures. The right structure — combining TFSA, RRSP, non-registered accounts, insurance, and corporate vehicles — consistently outperforms speculative investing over any 10-year horizon.
Risk Engineering
Every financial plan contains risk. Our role is not to eliminate risk — it is to identify, quantify, and strategically transfer it. Capital protection is not a product category; it is a design principle.
Who We Are Not For
We believe in clarity. Our practice is not the right fit for everyone, and we respect your time by being direct about that.
"Short-term traders seeking quick returns"
"Speculative investors in high-risk products"
"Clients unwilling to commit to a long-term plan"