Helen Ngo-Lopez

Wealth Advisor

Helen knows that every effective financial plan starts with understanding her client’s story. She paints a picture of their future to show what they can expect in different scenarios, then adjusts her approach so that it aligns with each client’s vision.

Helen doesn’t do anything halfway. As such, she comes equipped with a deep knowledge of insurance and financial planning gained over 15 years of helping her clients navigate life. Additionally, Helen holds a bachelor degree from the Schulich School of Business.

She plays an active role in her vibrant and multicultural church community, and she attends leadership forums whenever she can.