Annie Wong

Client Service Associate

Annie is the newest member to our team. She is extremely organized, and her attention to detail is astounding. She brings a positive attitude to the job and fills our space with lots of greenery thanks to her love of plants.

Why Genea Wealth?

“I was ready for the next step in my career and was excited to join a larger team where I knew I would be able to expand my knowledge and take on more responsibility. Genea is a warm, friendly group of people that I feel lucky to work alongside every day.”

Expertise

Annie comes to us from another advisory practice and she is responsible for keeping our team of advisors organized.

Background

Degree in Economics from SFU

Canadian Investment Funds Course

Worth Noting

Dedicated to keeping active, you can usually find Annie at the gym or on the volleyball courts.

She is also a self-professed plant mom with a collection of over 30 plants.