ourteam
President
SUSAN FU, CFP, MBA
Susan is a Certified Financial Planner® specializing in comprehensive financial solutions for high net worth clients. With over 20 years of experience in the financial industry, Susan is a Top of the Table member at Million Dollar Round Table (MDRT). As a Mutual Fund Advisor, she has earned the Investment Award of Excellence 10 years in a row at Portfolio Strategies Corporation Richmond No 3 Rd branch.
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Susan has an MBA degree from Tulane University, USA and Bachelor of Science degree in Chemistry from Sun Yat-Sen University, China
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604-562-5682
Financial Planner
SHILAN HUANG, CFP, CLU
Shilan is a Certified Financial Planner® focused on making millennials feel more confident, refreshed, and re-assured about their finances. Whether it is cashflow planning, personal tax preparation, or long term investing plans, she is there to help you get organized and boost your financial health.
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Shilan has a Bachelor of Commerce degree from UBC Sauder School of Business in Vancouver and was granted the Certified Financial Planner designation in 2019.
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604-832-9880
Investment Analyst
KEVIN ZHANG, CFA, MA
Kevin is our Investment Specialist. He has a Master's of Commerce (Finance) degree from the University of Sydney and a Master's of Professional Accounting degree from the UTS.
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As our resident CFA, Kevin focuses on market and sector analysis to build holistic investment porfolios for our clients. Kevin is a licensed assistant registered with Portfolio Strategies Corporation.
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604-267-3016