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.
Susan has an MBA degree from Tulane University, USA and Bachelor of Science degree in Chemistry from Sun Yat-Sen University, China
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.
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.
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.
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.