Meet our team

Professionals who listen to your needs

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor

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English, Mandarin, Cantonese

With over 25 years of investment experience, Ronnie guides investors and families through building diversified and customized wealth management solutions. In addition to offering many types of investment offerings, including equities, government and corporate bonds, GICs and mutual funds, she prides herself in providing excellent client service and ensuring their financial needs are met. 

Ronnie also has expertise in income and asset protection strategies to ensure her client’s family wealth is safeguarded now and in the future.

Contact us

Get contact information for our team members and find out where our offices are.