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Our Team

Combining commitment and cooperation for a successful future

Michael Chen

Founder/CEO/Chief Compliance Officer

Company Director/Senior Investment Advisor

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Senior Investment Advisor

Tailor-made professional solutions for customers  

Nearly 10 years of experience in the financial industry

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Wendy Jiang

Founder/Senior Investment Advisor

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AMU Asia Metropolitan University Master of Investment

Expert 13 years of experience in finance

Lydia Li

Founder/Senior Investment Advisor

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Certified Public Accountant (CICPA)

Senior business manager

30 years of experience

Sam Han

Founder/Senior Investment Advisor

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Real estate investment, development and operation

Chief real estate industry experience over 10 years

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Xiao Jiang

Founder/Accountant

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Carefully responsible for company accounts and taxes

Maintenance operations and document review

Partners

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Song Han, CPA, CA, CFP, TEP

Founder/Partner of Heng Accounting & Tax PC

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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. 

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