Good with numbers,
great with people.
You don't need stuffy suits. You don't need financial jargon. You need advisors who understand what you need and can demystify the maze of financial management, so you can make your money more powerful.
Rooted in the belief that connection is the key to a life well-lived, we empower families and businesses with the clarity and knowledge to have connected conversations about money and to make confident financial decisions.
Talk to us about how smart intergenerational wealth management cultivates the well-being of the entire family.
About Nancy Fong BCom, LLB, CFP, FEA
Estate Planning & Wealth Management Advisor
Born, raised, and educated in Vancouver, Nancy has business and law degrees under her belt, and close to 20 years of working as a Certified Financial Advisor, specializing in financial and intergenerational wealth management.
Nancy practiced law as a solicitor for 12 years before becoming a financial planner, earning her CFP designation in 2005. She joined a prominent financial planning and insurance services firm in Richmond, BC, becoming a partner in 2013. In 2018, Nancy founded NYF Wealth Management. Nancy also holds a designation as a Family Enterprise Advisor through the Family Enterprise Canada & UBC's Sauder Business School and is a member of the Canadian Advanced Life Underwriters (CALU). Currently, Nancy serves as the Secretary of the Executive Committee of the Estate Planning Council of Vancouver.
Nancy's community work includes more than 25 years in volunteer and committee positions with various organizations including the Vancouver Pacific Lions, BCCH Foundation Chinese Canadian Planned Gifts Committee, Pacific Canada Heritage Centre - Museum of Migration and her church. She has also appeared on Chinese radio and TV for various charities regarding estate planning and charitable gift planning in Cantonese and Mandarin.
Nancy and her husband, Edwin, live in Vancouver with their adult children, and two dogs.