Herman Wong Wealth Manager Assistant

Herman Wong is a Senior Portfolio Manager Assistant at the Cadence Financial Group. With an extensive background in the financial services sector, Herman is highly proficient in managing the administrative needs of the Cadence Financial Group and he ensures clients receive the very best service.

Herman graduated from the Financial Management/Financial Planning program at the British Columbia Institute of Technology and started his career as a financial services representative in retail banking. After over 20 years in the financial services industry, he takes a lead in various administrative duties as our Senior Portfolio Manager Assistant. Herman is licensed as a Registered Representative, Options licensed and U.S. licensed, and is working towards attaining the Chartered Investment Manager (CIM®) designation.

In his free time, Herman enjoys spending time cycling, travelling and camping with his wife, Mary, and his young daughter, Holland.