Simon Wong

Cross-border financial expert helping Canadians move abroad, reduce taxes, and retire with confidence.

✅ Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), MBA in Accounting
✅ Specializes in cross-border planning for Canadians moving abroad
✅ Expert in departure tax, non-residency rules, and international investing
✅ 15+ years of helping business owners, physicians, and high-net-worth clients retire smarter

About Simon

Simon is our Head of Financial Planning at Blueprint Financial. He specializes in cross-border planning and offers clear, unbiased advice to business owners, high-net-worth individuals, and Canadians moving or investing abroad.

Why Work with Simon?

✅ Extensive experience at an accounting firm and an expert in tax strategies
✅ Specialist in cross-border tax planning and international investing
✅ Frequent guest on the Physician Empowerment podcast, teaches in its Masterclass program, and is a trusted financial planner to many high-net-worth doctors
✅ A trusted financial expert featured in The Globe and Mail
✅ Appeared as a planning expert on the Blueprint Financial Channel
✅ Author of a wealth planning book for Canadian business owners
✅ Verify his CFP® credentials and good standing with FP Canada
✅ Learn more about Simon on LinkedIn