About Us
Model Town Financial Planning
Every Great Plan Starts With Great Questions
At Model Town Financial we take the time to discuss your situation which allows us to come up with good ideas. We are also a strong believer in financial literacy so making sure you understand how we execute those good ideas for your financial freedom is very important.
We have been blessed to have a dedicated team who ensure that whatever we are trying to accomplish gets done seamlessly.
Meet The Team
Rob Ng-A-Fook, CFP
Financial Planner | President of Model Town Financial Planning
A graduate from the University of Guelph with a BSc in Economics, Robert previously worked with AGF Mutual Funds to enable financial planners to find solutions for their clients. He gave regular financial seminars to investors so that they could properly understand the mutual fund world. Robert also spent time in the health care industry where he learned the importance of being properly insured.
Having completed the comprehensive Certified Financial Planner accreditation, Robert uses his mutual fund experience and insurance knowledge to give you peace of mind through a well-designed financial plan.
Your investments are the offensive side of the financial plan and your personal insurance is the defence side of the financial plan. The glue that holds everything together is the proper wording of your estate documents (Will, POA, Health Directive).
In his free time, Rob likes to cook, play sports and enjoy the outdoors.
Lisa Wu
Executive Administrative Assistant
With over 15 years of experience in the finance sector, including roles in major banking institutions, Lisa has been a vital part of Rob’s team since 2021. Working alongside Rob, she thrives in their fast-paced team environment. Lisa is dedicated to providing ongoing support, staying abreast of Rob’s and his clients’ needs, and ensuring seamless assistance.
Beyond finance, Lisa has a passion for travel, exploring new destinations, and immersing herself in diverse cultures. She is excited to be part of Rob’s dynamic team and looks forward to contributing to their shared success.
Sandy Xie
Executive Administrative Assistant
Sandy Xie serves as the dedicated assistant, playing an essential role in ensuring smooth operations and exceptional client service. With a background in administrative support and a keen eye for detail, Sandy adeptly manages schedules, coordinates meetings, tracks insurance applications, and handles correspondence, allowing Rob to focus on delivering personalized financial solutions to clients.
Outside of her professional responsibilities, Sandy is a devoted mother who cherishes spending quality time with her family. She finds joy and rejuvenation in outdoor adventures, often exploring scenic trails on her bike, hiking through nature reserves, or carving down snowy slopes during the winter months. Sandy’s passion for both her career and personal pursuits reflects her commitment to balance, excellence, and living life to the fullest.