Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. We optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

Meet the team

David Ong, CFP, CLU, CH.F.C.

David Ong, CFP, CLU, CH.F.C.

With 43 years of experience in the financial services industry, David Ong helps clients navigate their financial needs with integrity, knowledge, and a commitment to their long-term wellbeing. His areas of expertise include investments, insurance, and financial planning.

David holds a Postgraduate Diploma in Marketing from the University of Huddersfield in the United Kingdom. He also holds the Certified Financial Planner (CFP) designation, along with the Chartered Financial Consultant (CH.F.C.) and Chartered Life Underwriter (CLU) designations. His approach is grounded in a strong fiduciary mindset, responsible advice, and a dedication to putting clients’ best interests first.

David believes that a sound financial plan provides a foundation for long-term financial security. He works closely with clients to develop personalized strategies, review their plans regularly, and adapt to changing circumstances. His focus on integrity, trust, and thoughtful planning helps clients prepare for life’s uncertainties and protect their families’ financial futures.

Outside of work, David enjoys being involved in church activities and his community.

Email: david.ong@owm.com
Phone: (604) 812-3191

Thierry Vallée, CFA®
Portfolio Manager

Thierry Vallée, CFA®

Portfolio Manager

Email: thierry.vallee@owm.com
Phone: (437) 294-6353

Team values

Trust & Integrity

David Ong believes that trust and integrity are the foundation of every successful financial relationship. With a commitment to responsible, fiduciary-minded advice, he puts his clients’ best interests first, taking the time to understand their needs and provide guidance they can rely on. His approach is built on honesty, accountability, and a dedication to helping clients make informed financial decisions with confidence.

Personalized Financial Planning

Every client has unique goals, priorities, and responsibilities. David takes a personalized approach to financial planning, drawing on his experience in investments, insurance, and financial planning to help clients develop strategies suited to their circumstances. By understanding what matters most to each client, he provides practical guidance to help them navigate financial decisions and work toward their long-term objectives.

Long-Term Security & Family Protection

David understands that financial planning is about more than building wealth; it is also about protecting the people and priorities that matter most. Through thoughtful insurance planning and a commitment to preparing for life’s uncertainties, he helps clients consider their family’s future financial needs. His approach emphasizes having a clear financial plan, reviewing it regularly, and making adjustments as circumstances change to help maintain long-term financial security.

Supporting our community

David Ong values the importance of education in creating opportunities and building a stronger future for the next generation. First Book Canada helps children in under-resourced communities access books and educational resources, supporting learning and opening doors to future possibilities.

The importance of children's health and well-being in supporting strong families and communities is reflected in the values shared by David Ong. SickKids advances pediatric research and provides specialized care for children, helping improve health outcomes and support families through challenging times.

Strong communities are built on understanding, respect, and meaningful dialogue — principles that resonate with David Ong. The Gord Downie & Chanie Wenjack Fund promotes reconciliation between Indigenous and non-Indigenous peoples through education and awareness, encouraging greater understanding and a more inclusive future.