My Team Members
Wenny Peng
Investment Associate
Wenny started working with Helen in 2007, shortly after she joined the financial services industry in 2005.
She has a Bachelor of Science in Mathematics and a Bachelor of Education from the University of British Columbia.
She always offers the professional service for clients, advisors, and other internal and external partners with attention to details. She also provides proactive client service with a focus on problem resolution and assist with client onboarding.
When she finds time, Wenny likes to watch comedy or take a stroll in the park.
Jonathan Zheng
Wealth Associate
Jonathan completed his undergraduate studies in China, and then came to Canada to further his education and graduated from UBC Sauder School of Business. He is always guided by his own standards of conduct (professionalism, hardworking, diligence in thinking, and keep improving) and is committed to provide everyone dedicated, professional and excellent customer service.
He excels in digital strategy development and execution and stays connected with the latest high-tech information and practices.
He is good at and willing to serve as a bridge of communication between generations, thereby helping all generations in each family understand, trust, and support each other.
He always believes that: making friends with the market is the foundation of doing a good job; treating clients as family is the way of receiving recognition.