Amanda Wong

Confidence in Every Financial Step.

Amanda helps you plan, protect, and give with confidence—offering expert financial guidance rooted in care and understanding.


Service in English & Cantonese | Richmond, BC

Insurance & Investment Advisor

1. Insurance Solutions

 Life, term, universal, critical illness, and long-term care insurance

2. Investment Solutions

RRSP, TFSA, RESP, FHSA (First Home Savings Account), non-registered accounts, and more

3. Wealth Planning & Strategies

with growing interest in philanthropy and legacy planning

About Me

Born and raised in both Montreal and Vancouver, I’m proud to call Canada home. I speak both English and Cantonese fluently, and I’m passionate about helping families make smart, confident financial decisions.


Before joining Affinity Financial, I spent 14 years in the forestry industry, working my way from inside sales to a market intelligence analyst role. I even had the chance to step outside my comfort zone and guest lecture at UBC’s Faculty of Forestry — one of the most rewarding experiences of my career. I’ve always loved passing on knowledge and supporting the next generation.


As a mom of two daughters in highly competitive sports, I understand how fast life moves — and how important flexibility and financial planning become. This inspired me to pivot my career toward insurance and investments, a field that not only benefits my own family, but also the community of families around me.

“I believe learning never stops — and I’m excited to grow alongside the families I serve."

Amanda Wong

Supporting Your Financial Journey — Home and Beyond

Whether you’re buying your first home, refinancing, or exploring investment property options, having the right mortgage strategy is key to your long-term financial health. From pre-approval to final payment, Amanda and her team of banking/mortgage specialists ensure your mortgage decisions support your overall wealth-building strategy with clarity and confidence.

Investing in Your Child’s Future

As a parent, giving your child the best start in life is one of your greatest priorities. Whether you're saving for private school, university, or ongoing enrichment programs, Amanda ensures your plan aligns with your financial reality—so you can support their dreams without compromising your own.

Build the Retirement You’ve Worked For

Retirement isn’t just about leaving work—it’s about having the freedom to live on your own terms. Whether you're just getting started or nearing retirement, Amanda helps you feel prepared, informed, and confident about the years ahead.



Maximize Your Impact Through Strategic Planning

A donor-advised fund seamlessly integrates philanthropy into your financial strategy—providing immediate tax advantages, long-term growth opportunities, and the flexibility to support the causes you care about most.

Let’s Starts with a Conversation

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