Richard Wong MBA, PFP
Tel: 905.968.1941

Richard Wong prides himself on the long-term relationships he’s built with clients. With over 20 years in the financial services industry, Richard has a passion to help provide knowledge and expertise on financial well-being. Alongside Cally and Zita, Richard has helped grow clients’ wealth through a disciplined and managed approach to investments and financial planning.

Richard joined Richardson GMP’s Markham office in January 2020 and partnered with Branch Manager Serge Zaina to provide clients with increased accessibility to personalized wealth management strategies. Clients will benefit from Richardson GMP’s expertise in tax and estate planning, insurance, philanthropic and business succession needs.

Richard holds an MBA from the Edinburgh Business School and has a Bachelor of Arts (Economics) from the University of Toronto. He is a member of the Rotary Club of York and enjoys cheering on his daughter at her competitive dance performances.

Cally Wong PFP
Tel: 905.968.1940

For the past 20 years, Cally Wong has provided clients with a customized approach to their investments and financial planning. Having previously worked at two large Canadian banks as an Investment and Retirement Planner, and most recently as an Investment Specialist and Financial Planner, Cally enjoyed drawing on her past experiences to provide holistic advice.

In January 2020, Cally and her team joined Richardson GMP’s Markham office and partnered with Branch Manager Serge Zaina to provide clients with increased accessibility to personalized wealth management strategies. The vast array of expertise within the Firm will help clients address many of their tax and estate planning, insurance, philanthropic and business succession needs.

Cally holds the Personal Financial Planning designation and is an Associate of the Institute of Canadian Bankers. In her spare time she enjoys interior decorating and is a student member of the Decorators & Designers Association of Canada.

Serge Zaina
Branch Manager
Tel: 905.615.5665

Serge Zaina has over 25 years of experience working with high net worth individuals and holds the Professional Financial Planning designation. He has held a number of leadership positions in Toronto, London and now in the Greater Toronto Area where he is Director, Wealth Management and Branch Manager of several offices at Richardson GMP.

Cally and Richard have partnered with Serge to provide clients with increased accessibility to personalized wealth management strategies through a team approach. He utilizes Richardson GMP’s in-house Tax and Estate Planning specialists to ensure that clients benefit from tax efficient planning strategies and tax preferred investments.

Serge and his family reside in Caledon where they enjoy a number of outside activities. Serge volunteers his time in a number of communities he serves.

Zita Au
Assistant
Tel: 905.968.1942

Zita has worked in the financial services industry for 20 years and joined the Team of Richard and Cally 5 years ago. Zita continues to provide a high level of administrative and customer service support to their practice.

Outside the office, Zita enjoy travelling with her family.