A note from all of us

For more than a year now, we’ve all been working differently as we adapt to the disruption of the pandemic. With strict lock downs in some areas and eased restrictions in others, there is still a lot of uncertainty in just the past few months itself. It has been a bit of a journey in finding our “new normal” which has often left us with having to adapt to every day changes we face.

Our team would like to extend our thoughts and reassure everyone that we continue to work in trying to serve our clients at our best while we are working in the new normal.

The majority of our team (Cindy, Ming, Kathy, Charis) continues working from our home offices with Kimberly holding down the fort at the Marine Gateway Branch office, handling the day-to-day needs and requests from clients. As a team we work everyday to try and improve and provide a seamless transition from branch to WFH. Although apart, we ensure communication is still the key part of our goals within the team, branch, company, and our clients.

Covid has fast tracked the roll out of many new digital and technical platforms with the intention of helping clients stay connected with their finances and assist with easing operational procedures last year and will continue on in the future. We thank everyone for their patience as we navigate through these changes together and in finding the “perfect client experience”.

As the current situation evolves, we will continue to provide periodic updates with changes that may be happening with our team and company. Although it is expected that returning to the work place may not be in the near future, we are hopeful to be able to see everyone at our office when all this is in the past.


We thank everyone for their support and patience throughout this time as we strive towards the “new normal”!



Cindy Lee Wealth Management Team

Our Team Philosophy

We know your needs are unique, which is why our personalized and comprehensive wealth management approach is so key to your success. As a disciplined and professional team, we take the time to fully understand where you are today financially, and where you would like to be in the future. We work closely with you to develop strategies and plans to help you reach those goals—an approach that includes investments, tax planning, estate planning and legacy creation. If you’re looking for wealth management for your business, yourself, your family or your charitable organization, our team may be the right fit for you. Contact us today. Our multilingual staff can assist you in English, Cantonese and Mandarin.