Our Team

Management
Amy Tong B.Com., CLU, CH.F.C., CHS, RCIS President
Kevin Ng CFP Vice President
Jeff Tse B.A., CFP Vice President-Business Development
Eliza Lam Director - Operations
Hongki Leung B. Math. Manager - Operations
Wealth Management
Joyce Tsang B. Com. Investment Specialist
Tax Planning
Michael Atlas C.A. CPA TEP Estate Planning Consultant
Dennis Serre B.Eng. Ma. Economics Corporate Tax Planning Consultant
Robert Prince C.S.S.B.B. Private Health Service Plan Consultant
Group Benefit
Vito Curalli Corporate Benefit Specialist
Luca Curalli Corporate Benefit Specialist
Travel Insurance
Becky Ma B.A. Travel Insurance Specialist
Life Insurance
Irene Ng Case Coordinator
Christina Yang B.A. Case Coordinator
Min Lin Office Coordinator
Georgia Lee Administrative Assistant
Ann Ha Administrative Assistant
Villa Rose Guillao Administrative Assistant