Cathy Li

Cathy Li, CFA, CMA, MBA

Senior Portfolio Manager & Wealth Advisor

|
416-733-5250

Alan Xiang, CFA, CAIA, MBA, MA

Associate Investment Advisor

|
416-733-5250

Felix He, PFP, MBA

Associate Wealth Advisor

|

Linda Wang

Linda Wang

Business Development Lead

Sisi Li

Administrative Assistant

|