Our Team

Susan is a Certified Financial Planner® with 20 years of experience in the financial industry. She specializes in providing comprehensive financial solutions to high net worth clients and their families. Susan is Top of the Table member of Millions Dollar Round Table (MDRT). As a Mutual Fund Advisor, she has earned the Investment Award of Excellence 10 years consecutively at Portfolio Strategies Corporation Richmond No 3 Rd branch.

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



Investment Analyst

Kevin is our Investment Specialist with 3 years of experience in the financial industry. He earned his Master of Commerce (Finance) degree in the University of Sydney and Master of Professional Accounting degree in the UTS.

Kevin provides effective investment analysis for our clients and continues to update his industry knowledge. He has passed the CFA level 3 exam. In addition, he tracks daily market conditions and has 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. She has 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 of the company and has 9 years of experience in the financial industry. As an insurance specialist, Ann has in-depth knowledge of insurance products and excellent communication for client support.

She joined Vanstar Financial in 2016, and previously worked in Canadian small business management. Ann graduated from the prestigious Tsinghua University in China and earned her dual degree of BA & BSc. She also completed the Financial Management & Financial Planning program at BCIT. Ann's focus is on insurance and is not registered with Portfolio Strategies Corporation.



1100-1200 West 73rd Ave

Vancouver, BC V6P 5G5

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

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