Our Team
Stanley Wang
CEO
CFP Certified Financial Planner
Chartered Life Underwriter Chartered Life Underwriter
Certified Health Insurance Specialist Certified Health Insurance Specialist
TEP Tax and Estate Practitioner
FEA Family Enterprise Advisor
MDRT Million Dollar Round Table Member
T.O.T Top of the Table
C.O.T Court of the Table
Life Time Member
Hannah Dong
Partner/VP/VIP Account Manager
She has over 10 years of experience in the investment and insurance industry. She holds a Master of Business Administration from Beijing Institute of Technology and is dual-licensed in Ontario’s insurance sector. Her expertise covers a wide range of insurance solutions, including life insurance, critical illness insurance, auto and home insurance, commercial insurance such as third-party liability and property insurance, as well as travel insurance.
Queenie Fan
Partner
Asset Allocation Specialist
12/2020 Insurance Advisor Licence
11/2007 Financial Advisor Certificate
08/2006 Mutual Fund Advisor Certificate
12/2004 Futures and Margin Foreign Exchange Trading Certificate
Yan Yang
Partner/Financial Security Adviser
A senior financial advisor licensed in both Ontario and Quebec, specializing in comprehensive financial planning, tax optimization, and children’s education planning for business and family clients. Guided by the philosophy of “Leave it to me, and simplify your life,” she is committed to helping clients achieve stable and long-term wealth planning.
Sophie Wang
Partner
A TEP member in Canada and a Trust and Estate Practitioner, he is also MD licensed and an experienced tax and wealth planning advisor. He specializes in serving high-net-worth families, business owners, and growth-oriented clients.
Sofia Fan
Director, Wealth Management & Estate Planning
Her professional expertise covers a wide range of core areas, including life insurance, segregated funds, mutual funds, retirement income and pension planning, tax optimization, wealth accumulation, estate planning, and wealth transfer.
Qing Jiang
Life Insurance & Wealth Planning Advisor
Licensed in life insurance in both Ontario and Quebec, she provides professional protection and wealth planning solutions in English, Chinese, and French. Her services include life insurance, critical illness insurance, disability insurance, group benefits, and comprehensive wealth planning strategies.
Yang Chen
Financial Security Adviser
She specializes in education and retirement planning, with a focus on insurance and investment solutions. She helps clients build education savings, establish essential protection, and develop retirement planning strategies. Her primary clients include new immigrants, single-parent families, and middle-class families, including international students and their families.
Yang Jing
Partner
07/2017 Insurance Advisor Licence, issued by the British Columbia Financial Services Authority
11/2017 Mutual Fund Advisor Certificate, issued by the Mutual Fund Dealers Association of Canada
09/2023 Insurance Advisor Licence, issued by the Financial Services Regulatory Authority of Ontario
Albert Jiang
Financial Security Adviser
He focuses on providing clients with comprehensive risk management and wealth planning solutions, utilizing products such as life insurance, critical illness insurance, principal-protected funds, and participating life insurance.
Linda Wu
Partner/VIP Account Manager
She has long focused on sales and client service in the insurance sector. With strong insight and a deep understanding of client needs, she excels at identifying the underlying needs of high-net-worth entrepreneurs and providing customized financial planning and risk management solutions.
KUI DAI
BC Office Supervisor
She is responsible for the overall management of the Vancouver office and brings extensive experience in financial and tax management. She is skilled in team leadership and client relationship management.
Thea Jiabao Guo
Toronto Office Supervisor
She is responsible for the overall management of the Toronto office and brings extensive experience in administration and human resources management. She is skilled in team leadership and client relationship management.