We don’t just manage wealth; we build lifelong connections with our clients and their families. Our team members are conscientious and committed to you, working hard to meet your needs.

Yvonne Chan, CFP, CIM, FCSI

Vice-President & Director, Portfolio Manager & Wealth Advisor

905-897-8466 | Email me

Aeyoung Cho, PFP, CIM, FCSI

Associate Wealth Advisor & Financial Planner

905-897-8224 | Email me

Jessica Wang, CFP

Associate Wealth Advisor & Financial Planner

905-277-1633 | Email me

Joe Hwang

Associate

905-615-5942 | Email me

Cynthia Li

Administrative Assistant

905-277-6026 | Email me