Simon Wong
Expert financial planner helping Canadians build wealth, save taxes, exit Canada, & retire with confidence.
✅ Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), MBA in Accounting
✅ 15 years of experience helping Canadians retire smarter
✅ Expertise in tax-efficient investing & retirement planning
About Simon
Simon is our Head of Financial Planning at Blueprint Financial. He provides unbiased advice tailored to business owners, high-net-worth individuals, and investors looking for clear financial strategies.
He also specializes in helping Canadians leave Canada in a tax-compliant manner, guiding them through departure tax, non-residency rules, and international planning.
Why Work with Simon?
✅ Extensive experience at an accounting firm and an expert in tax strategies
✅ Frequent guest on the Physician Empowerment podcast, teaches in its Masterclass program, and is a trusted financial planner to many high-net-worth doctors and business owners.
✅ A trusted financial expert featured in The Globe and Mail
✅ Appears frequently as a planning expert on the Blueprint Financial Channel
✅ Author of a wealth planning book for Canadian business owners
✅ Featured on TD Direct Investing YouTube Channel, sharing practical insights on popular retirement income strategies.
✅ Verify his CFP® credentials and good standing with FP Canada
✅ Learn more about Simon on LinkedIn