Our Team

Susan is a Certified Financial Planner® with 20 years of experience in the financial industry. She specializes in comprehensive financial solutions for high net worth clients. 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 a Bachelor of Science degree in Chemistry from Sun Yat-Sen University, China and an MBA degree from Tulane University, USA.



Investment Analyst

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 provides effective quantitative analysis for our investment clients and continues to update his industry knowledge. He tracks the financial market daily, providing a unique outlook for investing. Kevin is a licensed assistant registered with Portfolio Strategies Corporation.



Financial Planner

Shilan is a Certified Financial Planner® focused on millennial clients, young professionals and young families. 7 years of experience in insurance planning, mutual fund investment, and quantitative analytics. She is a Mutual Fund Advisor registered with Portfolio Strategies Corporation.

She earned her Bachelor of Commerce degree from UBC Sauder School of Business in Vancouver and was granted the Certified Financial Planner designation in 2019.



Operations Manager

Ann manages the day-to-day operations at Vanstar Financial. Also an insurance specialist, Ann has in-depth knowledge of all insurance products and provides excellent client support.

She joined Vanstar Financial in 2016, having previously worked in Canadian small business management. Ann graduated from the prestigious Tsinghua University in China and earned her dual degree BA & BSc. She is also a graduate of the Financial Management & Financial Planning program at BCIT.



1100-1200 West 73rd Ave

Vancouver, BC V6P 5G5

Mutual Funds and exempt securities are sold through Portfolio Strategies Corporation.

© 2019 by Vanstar Financial Inc.


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Investment Information

Mutual Funds and exempt market products are provided through Portfolio Strategies Corporation.

Commissions, service fees, management fees, and expenses all may be associated with segregated fund investments. Segregated funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation (CDIC). Important information is contained in information folder. Please read the documents before investing. Fund values change frequently and past performance may not be repeated.


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