Clinton Wong
Vice President - Individual Wealth @Equitable
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WORK HISTORY
Vice President - Individual Wealth @Equitable
Vancouver, BC, CA
Head the sales team which supports our partners in the WFG channel. Work closely with hierarchy leadership, individual advisors, and WFG corporate office. Responsible for ensuring exceptional advisor experiences, strong sales growth, and championing the continued evolution of how Equitable goes to market.
EDUCATION
Financial Planning Standards Council
CFP, Financial Planning
The University of British Columbia
Master of Business Administration (MBA), Consulting and Strategic Management
University of Victoria
BA, Economics and Finance
ABOUT CLINTON WONG
Clinton is a seasoned Financial Services executive with a proven track record of delivering exceptional results, driving strategy and innovation, and fostering phenomenal work cultures. He has built a reputation for combining a deep understanding of the financial services landscape with a strategic lens on how to accelerate growth through increased efficiency and unlocking new channels of growth. With a career spanning two decades, he\'s made the journey from being a bank teller while in university through to various individual contributor sales roles in wealth, asset management, and insurance, to leadership and executive roles with P&L ownership and broad national mandates.
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