Our Team
Combining commitment and cooperation for a successful future
Michael Chen
Founder/CEO/Chief Compliance Officer
Company Director/Senior Investment Advisor
Senior Investment Advisor
Tailor-made professional solutions for customers
Nearly 10 years of experience in the financial industry
Wendy Jiang
Founder/Senior Investment Advisor
AMU Asia Metropolitan University Master of Investment
Expert 13 years of experience in finance
Lydia Li
Founder/Senior Investment Advisor
Certified Public Accountant (CICPA)
Senior business manager
30 years of experience
Sam Han
Founder/Senior Investment Advisor
Real estate investment, development and operation
Chief real estate industry experience over 10 years
Xiao Jiang
Founder/Accountant
Carefully responsible for company accounts and taxes
Maintenance operations and document review
Partners
Song Han, CPA, CA, CFP, TEP
Founder/Partner of Heng Accounting & Tax PC
Was senior manager in the audit and tax departments of internationally renowned accounting firms.
More than 15 years of experience in Canadian taxation and cross-border taxation.