Royal Rock Wealth:
Trusted Wealth and Insurance
Advisor Serving Metro Vancouver
Top MDRT Honors Member
Won the Best Financial Planning in 2024
Maximize Your Wealth And Enhance Your Financial Security
Your Trusted Insurance Advisor in Richmond and Metro Vancouver
At Royal Rock Wealth we are dedicated to providing holistic financial advice and strategies that are tailored specifically to your unique needs.We pride ourselves on being service-focused and client-centric, ensuring that our approach is always aligned with your best interests.
Our comprehensive range of services is designed to address various aspects of your financial life, whether you are seeking guidance on investments, planning for retirement, or structuring your taxes. Our team of experts is committed to delivering personalized solutions that help you achieve your financial goals and secure your future. Looking for a reliable wealth and insurance advisor in Richmond andthe Metro Vancouver area? Contact Royal Rock Wealth today.
Our Wealth and Insurance Consulting Services
Our expert consulting services are designed to empower both individuals and businesses. At Royal Rock Wealth in Richmond, we believe that informed financial decisions are the cornerstone of success. We offer personalized guidance tailored to your unique goals and circumstances.
Whether you’re looking to optimize your investment portfolio, or complex financial challenges, we provide insightful strategies and tailored plans. We are committed to helping you achieve sustainable growth and security.
Holistic planning takes into consideration every financial and personal need from managing your money to accumulating wealth to leaving a legacy. Your insurance advisor takes the time to understand your unique background, goals, and personal values, and provide you the holistic plan.
Royal Rock Wealth : Expert Wealth and Insurance Advisor in Richmond
Reliable Partnership
A creative strategist
We develop tailored wealth management strategies that are specifically crafted to align with your unique circumstances and goals.
Professional Expertise
We are committed to delivering exceptional financial consulting services and insightful solutions tailored to your needs. Trust us to provide the highest level of professionalism as we work together to achieve your financial goals.
Royal Rock Wealth : Our Investment Strategy
How can we best help you?
We follow a set process to ensure you get the best advice we can give:
- video conference or meet together so that you can tell us all about your needs and let us truly understand what you’d like to achieve in terms of your wealth and succession planning;
- we collect relevant information and data before undertaking a detailed analysis about your financial
situation. - based on our discussions, we’ll create and develop suggested bespoke solutions to meet your objectives;
- further discuss and refine, as required, the agreed investment strategy solution with you;
- move forward to implement the agreed strategy, constantly reviewing the same as circumstances change, and keeping you fully informed about progress and performance.
Looking for expert financial guidance? Our team of experienced insurance advisors in Richmond is here to help you achieve your financial goals. Contact us today, and let’s embark on your successful financial journey together!
Tony Cheng Hao Yang
Tony is a highly accomplished insurance advisor with considerable experience in all aspects of investments, IFA and handling the sophisticated needs of high net worth individuals and family offices. He always delivers his best for all clients.
We Proudly Serve Clients Throughout the Metro Vancouver and Fraser Valley
- Vancouver
- West Vancouver
- East Vancouver
- North Vancouver
- Burnaby
- Richmond
- White Rock
- Delta
- Surrey
- Tri-Cities (Port Moody, Coquitlam, Port Coquitlam)
Fraser Valley- Maple Ridge
- Pitt Meadows
- Langley
Okanagan Valley- Kelowna
Book Your Appointment With Our Insurance Advisor Today.
Blog & Updates
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Our Recent Blogs
Maximize Your Wealth: The Dual Benefits of Life Insurance as a Safe and Tax-Effective Asset
Maximize Your Wealth: The Dual Benefits of Life Insurance as a Safe and Tax-Effective Asset Life insurance is often seen just as a safety net
Leveraging Life Insurance for Capital Dividend Account (CDA) Growth
Leveraging Life Insurance for Capital Dividend Account (CDA) Growth In today’s dynamic financial landscape, strategic planning is key to enhancing your financial security and growth.
Capital Dividend Account (CDA) Guide: How Can Small Business Owners Use It?
Title Capital Dividend Account (CDA) Guide: How Can Small Business Owners Use It? In Canada, especially as businesses grow, tax planning becomes a key focus
