Tessa Wong
The Documenter
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.
