Client Portal
Invest with TWM Group
Invest with TWM Group
Client Portal
Invest with TWM Group
Invest with TWM Group

Tessa Wong

Senior Administrative Assistant

TWM Group
iA Private Wealth

Tessa is the primary contact for all documentation requirements. She prepares and handles all up front and back office client paperwork and client requests. Tessa constantly strives to develop and implement processes to ensure clients’ files are fully documented in all respects: to satisfy our clients, our back office and regulators.

She is always available to address inquiries and provide excellent customer service. Tessa’s efficiency and commitment are indispensable assets to our team.

Tessa is ready for your questions.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.

Providing peace of mind by simplifying the wealth management experience

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.

Registration

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Registration for November 4th
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This date is at maximum capacity. Please join the waiting list or choose another date.

Waiting list registration for November 4th
If you wish to be accompanied by a guest, no additional registration is required for this person.

Registration

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Registration for November 4th
If you wish to be accompanied by a guest, no additional registration is required for this person.

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Waiting list registration for November 4th
If you wish to be accompanied by a guest, no additional registration is required for this person.

Registration

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Registration for October 28st
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Waiting list registration for October 21st

If you wish to be accompanied by a guest, no additional registration is required for this person.
Registration for October 21st
If you wish to be accompanied by a guest, no additional registration is required for this person.

This date is at maximum capacity. Please join the waiting list or choose another date.

Waiting list registration for October 21st

If you wish to be accompanied by a guest, no additional registration is required for this person.

Registration

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Registration for October 21st
If you wish to be accompanied by a guest, no additional registration is required for this person.

This date is at maximum capacity. Please join the waiting list or choose another date.

Waiting list registration for October 21st

If you wish to be accompanied by a guest, no additional registration is required for this person.
Registration for October 28st
If you wish to be accompanied by a guest, no additional registration is required for this person.

This date is at maximum capacity. Please join the waiting list or choose another date.

Waiting list registration for October 21st

If you wish to be accompanied by a guest, no additional registration is required for this person.

Registration

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Registration for September 30th
If you wish to be accompanied by a guest, no additional registration is required for this person.

This date is at maximum capacity. Please join the waiting list or choose another date.

Waiting list registration for September 30th
If you wish to be accompanied by a guest, no additional registration is required for this person.

Registration

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Registration for September 30th
If you wish to be accompanied by a guest, no additional registration is required for this person.

This date is at maximum capacity. Please join the waiting list or choose another date.

Waiting list registration for September 30th
If you wish to be accompanied by a guest, no additional registration is required for this person.

Inscription

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Inscription pour le 10 septembre

Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.

La séminaire est à capacité maximale. Veuillez vous inscrire à la liste d'attente.

Inscription à la liste d’attente pour le 10 septembre
Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.
Inscription pour le 8 septembre
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La séminaire est à capacité maximale. Veuillez vous inscrire à la liste d'attente.

Inscription à la liste d’attente pour le 8 septembre
Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.

Inscription

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Inscription pour le 8 septembre

Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.

La séminaire est à capacité maximale. Veuillez vous inscrire à la liste d'attente.

Inscription à la liste d’attente pour le 8 septembre
Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.
Inscription pour le 10 septembre
Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.

La séminaire est à capacité maximale. Veuillez vous inscrire à la liste d'attente.

Inscription à la liste d’attente pour le 10 septembre
Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.

Registration

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Registration for June 17th

Registration for June 16th