English, Cantonese, and Mandarin
Investment Planning and Customized Private Client Portfolio
Estate Planning and Risk Management
team focuses on building wealth for our clients by taking a
conservative approach towards investing, but always striving for above
average returns. We believe that preserving capital and enhancing wealth
depends as much on reducing risks as it does on striving for higher
team specializes in Wealth Advisory Services to high net worth
families, individuals and corporations. We customize a game plan for
each particular individual or group to align their investment objectives
with their goals.
Our clients are retirees, new immigrants and
business owners. They understand the importance of ongoing financial
advice which we provide on a day to day basis. Our clients trust us to
provide the most logical solutions to meet there financial goals.
Reasons to Invest with Our Team
team has a combined experience of over 20 years in the financial
business. We currently manage over $150 million in assets for both
families and corporations. We use well researched and proven strategies
that make sense and have worked well over time.
advanced, comprehensive financial planning into our services through our
sophisticated planning software. Our team approach enables each member
to focus specifically in their areas of expertise, thereby ensuring
both excellence in service together with sound investment advice which
can be provided at all times. Our team is also fluent in languages of
English, Mandarin, and Cantonese.