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.

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.