Simon Wong

Simon Wong: Email & Phone Number

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Managing Partner at Maxim Advisory Group|Calgary, Alberta, Canada

Position:

Managing Partner at Maxim Advisory Group

Location:

Calgary, Alberta, Canada

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Last updated: 2026-06-07
Updated: 2026-06-07

Found email addresses for Simon Wong:

Business emails:
s***n@maximadvisorygroup.com
Personal emails:
s***@b2bbank.com,
s***@yahoo.ca,
s***@investdfsi.ca

Found phones for Simon Wong:

+1-604-***-**53,
+1-306-***-**29
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Work Experience 12 years

Managing Partner at Maxim Advisory Group

Jan 2024 - Current

Co-Founder at Maxim One

Nov 2023 - Current

Founder at Blueprint Financial

Jan 2023 - Current

Integrated Financial Planner at Baker Tilly

Sep 2019 - Dec 2022

Regional Sales Director at Desjardins Financial Security Investments

Sep 2016 - Oct 2019

Regional Sales Manager at B2B Bank

Jan 2014 - Sep 2016

Their professional focus is Corporate Tax Planning, Estate Planning, and Finance across 3 core areas.

Simon holds Canadian Securities Course, Certificate in Advanced Investment Advice, and Certificate in Financial Services Advice certifications.

Education

University of Alberta

Frequently Asked Questions

What is Simon Wong's email address?

SignalHire found verified email addresses for Simon Wong, both business and personal. Their business email is s********g@westcapwealth.com, and personal emails include w***@aol.com, s***@b2bbank.com, and s***@yahoo.ca.

What is Simon Wong's phone number?

SignalHire found multiple verified phone numbers for Simon Wong: +1-514-***-**36, +1-604-***-**53, and +1-306-***-**29.

How do I contact Simon Wong at Maxim Advisory Group?

You can reach Simon Wong through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Simon Wong's professional background?

Simon Wong has 12 years of professional experience. They have held roles including Co-Founder, Founder, and Integrated Financial Planner at companies such as Maxim One, Blueprint Financial, and Baker Tilly. Their education includes University of Alberta.

Is Simon Wong's contact information up to date?

Yes. Simon Wong's SignalHire profile was last updated on 7 June 2026, reflecting their current position as Managing Partner at Maxim Advisory Group.

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