Skip Navigation

Contact Us

Yujie Liu
Cherry Liu
Shirley Tse

Tel: 905-305-0603
Tel: 905-305-8766
Tel: 905-305-0760

Address
3985 Highway 7 East
Suite 301
Markham, ON
L3R 2A2
Map

Our Mission

 
We are committed to working with you and your family to provide you with personalized investment and financial solutions, ongoing financial reviews and a wide range of investment services such as Investment Management and Financial Planning in order to help you and your family achieve your financial goals.
 

Our Approach

 

Our approach is different. Because our clients are different.

  Assess your financial goals and level of risk tolerance

  Develop a strategic and effective plan based on your current financial picture

 Put your customized investment plan into action

 Monitor its progress over both the short and long term, while keeping you informed 

   Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary