Meet our team

The partnership that stands the test of time to achieve your life goals

Our Business Beliefs

  • Wealth is a means and not a goal by itself.  It is a means of achieving what you enjoy in your life. But wealth creation takes time, work and perseverance.
  • Success is driven by a well communicated and holistic process. Our “Success with Value” program serves as a roadmap & help you to achieve financial independence. It is your GPS, your navigation.
  • Investing is a behavioral science- The program helps you stay focused on what you can control; to have the serenity to ignore those things you cannot control and to have the wisdom to stay the course.
  • Perpetuating wealth through generations can be as challenging as its creation. 

Our team - Wealth Advisor and Associates

Senior Wealth Advisor & Portfolio Manager
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English, Cantonese

Mani holds a bachelor’s degree in Economics and East Asian Studies from the University of Toronto. She has over 25 years of experience in the financial industry. Mani listens and helps clients to identify and achieve their goals. Mani provides the strategic direction of the team and ensure every aspect of our work is in (good) execution. Work aside, Mani enjoys reading, jogging, hiking with her family.

Mani is passionate about making the world a better place to live for everyone. She is an active supporter of ShareLife -a Catholic organization that supports over 40 different agencies to serve those in need in our communities and around the world.

She is a Certified Financial Planner (CFP), a Fellow of CSI (FCSI), Canadian Investment Manager (CIM) and licensed to provide wealth protection and enhancement strategies to her clients.

Wealth Advisor & Portfolio Manager
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English, Cantonese, Mandarin

Hugo holds a bachelor’s degree in Political Science from the Chinese University of Hong Kong. Hugo has been involved in the financial industry since 1987. Hugo is responsible for the construction and investment selection of our model portfolio. Compassionate and patient, he can identify client needs with ease. In his free time, he enjoys golfing, walking his dog and cross-fit.

Hugo is a Professional Financial Planner (PFP), a Fellow of CSI (FCSI), Canadian Investment Manager (CIM) and licensed to provide insurance solutions.

Zoe Chan

Wealth Associate
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English, Cantonese, Mandarin

Zoe holds a bachelor’s degree in Administrative Studies from York University.  She has over 10 year of financial industry experience.  Zoe is a true pillar of the team for trade execution and model portfolio management. She welcomes new challenges and ideas with enthusiasm.

In her spare time, she loves cooking up goodies to share with her friends.

Greta Li

Wealth Associate
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English, Cantonese, Mandarin

Greta holds a bachelor’s degree in Chinese Language and Literature from the Chinese University of Hong Kong. She joined National Bank Financial in 2018 and is responsible for administrative work and dedicated herself to provide pleasant client experience. She is an integral part of the team.

In her free time, Greta enjoys making crafts with friends, hiking and watching movies with her husband and son.

Contact us

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