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

Royal Rock Wealth Services

Service-focused and client-centric, Royal Rock Wealth provides bespoke financial advice and strategies according to your needs. Whether you are looking for help in investments or planning your retirement or tax structuring, we have you covered. Royal Rock Wealth is based in Vancouver, BC.

Our services are carefully tailored to your needs, and we put our clients’ best interests as our top priority every time. We can help you with:

Personal & Corporate Holistic Planning

Holistic planning takes into consideration every financial and personal need from managing your money to accumulating wealth to leaving a legacy. Advisors that take this approach, understand your background, wealth accumulation goals and personal values.

Insurance Strategies

We can develop creative, proprietary life insurance solutions to give you and your family a peace of mind. Insurance can further be utilized as an efficient tool for estate and tax planning.

Estate and Tax Planning

Estate and tax planning is critical in minimizing estate tax liability, ensuring the financial security of a surviving spouse or equitable distribution of property amongst family members.

Select Specialties

We craft strategies catered to the sophisticated needs of high net worth individuals and family offices, ensuring accumulation, retention and growth through investment strategies. We offer IFA (immediate financing arrangements) and Corp IRP (insured retirement plan).

Royal Rock Wealth has extensive financial planning
experience and is renowned for being:


We are working for you, the client, as your trusted adviser and partner during your wealth journey, however long it lasts.

A creative strategist

The wealth-related strategies we develop are bespoke, carefully crafted to suit your circumstances and needs.


Our services are of the highest professional order; we are all in this financial journey together for the long term!

Developing and executing an 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
  • 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.

Tony Cheng Hao Yang

Tony is a highly accomplished financial 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.

Blog & Updates

We share our latest insights in wealth management, insurance and tax planning through our blog.

Book your consultation with us today