About WM Finance Inc.
Welcome to WM Finance Inc.
(a beacon of financial education and empowerment.)
Our core purpose is to equip you, our clients, with the tools necessary to make informed and beneficial financial decisions for you and your families. We believe in the power of financial literacy and the peace of mind that comes with making sound financial decisions.
WM Finance Mission
Our mission is to ensure your satisfaction with the financial direction you're heading in, irrespective of product or sale.
Navigating the complex world of finance can be daunting. With this in mind, we specialize in making three of the most tedious and mundane financial decisions - insurance, investments, and mortgage - simpler and more manageable. WM Finance Inc. is your one-stop solution to secure the best products and rates available in the market.
We're not tethered to any specific bank, financial company, or lender, which allows us to prioritize your best interests. With access to all the major players in the financial ecosystem, our commitment lies in sourcing the best product and pricing tailored to your unique financial requirements.
Even though we operate as a boutique establishment, we do not compromise on our services. Our focus is to exceed your expectations by going above and beyond in delivering superior customer service. We cherish every client interaction and strive to leave you more confident about your financial future.
Discover peace of mind with our comprehensive insurance and mortgage services.
Meet Pierce Wong
CEO/FOUNDER of WM Finance Inc.
Pierce is an experienced account management professional, anchored by a core focus on integrity and exemplary customer service.
With a career rooted in customer service, Pierce has worked with both institutional and personal clients. His plethora of experience allows him to apply a comprehensive analysis to each clients' goals and identify possible shortcomings.
But most importantly, Pierce is dedicated to providing value added advice in all situations. A positive meeting with Pierce is one where a client walks away with more confidence and knowledge than they started with.
Feel free to explore further or get in touch for collaborations. Let us achieve greatness together.