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