Toronto Office

DAVID HO CLU, CH.F.C.

Principal

KATRINA LO ACS, AIAA, CHS, CLU

General Manager / Compliance Officer

CHRISTINA TSE CHS, CLU

Vice President, Marketing

STEPHANIE HO MBA, CFA

Business Development Manager

JOE NASSER  B.A. Eco

Sales Manager

PAUL LEE CFP

Chief Compliance Officer, Life & Mutual Funds / Mutual Funds Branch Manager

DAISY LIU

M.F. Alt Branch Manager & Compliance, Life & Mutual Funds

JESSICA CHOW

Assistant Admin Manager – Life Business

KATHY CHEUNG CPA

Accounting Manager

Richmond Office

PAUL LUI CFP, CLU, CH F.C.

Senior Manager

RENATO MARUCUT

Senior Manager

CECILIA LO

Administrative Manager

DOMINIC HO

Training Manager & Compliance Officer (Life Insurance)

Surrey Office

ODILON BELLO

Sales Manager

Burnaby Office

SANG YEOP LEE

Manager