Our Team
Linda Wu
VIP Account Manager
With over 16 years of work and life experience in Canada, I have long been rooted in Toronto, with a deep understanding of the local business environment and Chinese community, as well as an extensive and well-established network of connections.
Hannah Dong:
VIP Account Manager
In 2025, I obtained my Registered Insurance Broker (RIBO) license in Ontario. Currently, my main practice covers various types of insurance, including Auto and Home insurance, Commercial insurance, Life insurance, Critical illness insurance, and Travel insurance.
Qing Jiang
Life insurance and wealth planning consultant
Licensed in life insurance in Ontario and Quebec, Canada, and able to provide professional services to clients in Chinese, English, and French. Specializes in providing individuals, families, and business clients with protection and wealth planning solutions, including life insurance, critical illness insurance, disability insurance, and group benefits.
Sophie Wang
Senior Tax and Wealth Planning Consultant
Sophie specializes in serving high-net-worth families, business owners, and professionals, with a focus on wealth protection, tax efficiency, and legacy planning. Holding the Canadian TEP designation, combined with extensive tax planning experience, she provides clients with comprehensive wealth strategies that are both forward-looking and practical.
Queenie Fan
licensed fund manager, insurance advisor
Partner at Stanley Financial；Asset Allocation Expert, Licensed Mutual Funds and Insurance Advisor Graduated from Peking University Formerly worked at HSBC China, United Overseas Bank Singapore, MF Global Singapore, HSBC Canada, and Royal Bank of Canada
Yan Yang
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, simplify your life,” I help clients achieve stable, long-term wealth planning.
Sofia Fan
Senior Advisor in Wealth Management and Estate Planning
With over 15 years of experience in the financial industry, holds a Master’s degree in Finance from McMaster University and an MBA from Peking University, and is currently pursuing the CFP international certification as a financial planner.
Albert Jiang
Life Insurance, Critical Illness Insurance, and Segregated Funds
I have a solid background in the financial services industry. I worked at TD Bank for three years, where I gained extensive experience in client service and financial products. For the past three years, I have been specializing in the insurance industry, focusing on comprehensive risk management and wealth planning solutions.
陈扬
持牌理财顾问
我是一名专注教育与退休规划的持牌理财顾问（保险与投资），主要服务新移民、单亲家庭及中产家庭（涵盖留学生及其家庭）。
Mayya
持牌基金和保险顾问
毕业于北京航空航天大学，中国社科院研究生院。就职于LVC投资有限公司，加拿大金融管理有限公司。
KUI DAI
Vancouver Office Supervisor
Since 2015, responsible for leading the Vancouver office’s operations. Strong academic foundation in economic management and previous experience working in a Canadian accounting firm. Skilled in team leadership, client relationship management.