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·       - Certified Financial Planner™

- Registered Retirement Consultant®

- AWM Investment Consultant

- TOT Member of MDRT

- Founder and CEO

- AFS Business Director

- AFS Certified Financial Instructor


- President

- Marketing Director

- Member of MDRT 

-AFS Insurance Consultant 

- AWM Investment Consultant 

In 1998, Agnes migrated to Canada from Hong Kong. She graduated from the University of British Columbia and the University of England with majors in Economics. She currently holds licenses and focusing on investment, insurance, and retirement planning. 

Agnes has over 20 years of experience in administration and client management; she has a rich knowledge and understanding of client's needs. With a professional attitude and a passion for her work, she aims to provide clients with a trustworthy experience. Clients are mainly based in Vancouver, Toronto, Calgary, and Edmonton. Agnes has been a member of the Million Dollar Round Table {MDRT) since 2015 and has been with the Top of Table (TOT) since 2022. Agnes is driven by helping others to fully understand and be equipped with good financial advice in order to achieve financial stability.

Greg migrated to Canada over 20 years ago and is a specialist in industrial informational technology. For over 20 years, he has worked in numerous technological firms where he has provided consultations and technological solutions. Not only is Greg tech savvy, but he also has a great passion for investment in stock markets. Since 1996, he has been trading on the stock exchange. His expansive technological knowledge and analytical data skills enable him to have a deep understanding of and ability to analyze the stock market. Finally, Greg is capable of providing valuable customer service in a digital era where he can help clients gain access to modern investing platforms. Notably, Greg attained membership in the Million Dollar Round Table (MDRT) in 2022, further highlighting his professional excellence and commitment.

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