About Us
We are a professional life investment advisory company, committed to helping clients achieve financial freedom and asset appreciation. Our aim is to provide customers with personalized investment strategies, so that customers can get the greatest return on their investment.
Our team is composed of senior investment consultants and analysts with rich investment experience and excellent professionalism. We have an in-depth understanding of customers' investment goals, risk tolerance and asset status, and provide personalized investment advice and solutions to help customers obtain higher returns in the investment market.
We uphold the integrity, professionalism, and efficient service concept, insist on customer first, and provide customers with comprehensive investment consulting and services. We continue to learn and explore, always think and solve problems from the perspective of customers, and are committed to creating more investment opportunities and benefits for customers.
Our goal is to become the preferred life insurance investment consulting company trusted and chosen by customers, and to provide customers with the highest quality and most reliable investment services.
個人簡介
Camby Wang, 王利飞
President 总裁
Certified Executor Advisor
遗产认证执行顾问 CEA
MDRT 百万圆桌终身会员
With a Master’s degree in Engineering, I take a rigorous and thoughtful approach to understanding my clients’ needs and developing effective solutions. I have been a continuous MDRT member for 26 years and have achieved TOT recognition (Top 1%).
Focused on serving families and businesses, I build lasting relationships through integrity and professionalism, helping clients protect, grow, and successfully pass on their wealth.
I give my best to every client and strive to be someone they can trust and rely on.
Email: camby.wang@wwfinancial.ca
Annie Li 黎艳
VP Vice President
Financial Planner CFP
MDRT Life Member of Million Dollar Round Table
With nearly 10 years of experience in financial consulting since beginning personal tax studies in 2013, I am passionate about learning, thoughtful in my approach, and always willing to help others. I take pride in being responsible, dependable, and seeing things through from start to finish. A graduate of Computer Science, I spent over 10 years at IBM China in sales and management. In my free time, I enjoy camping, skiing, and hiking with family and friends, connecting with nature and living an optimistic, positive life.
"Do your best, think about your clients, and help families and businesses build a solid financial foundation"
Email: annie.li@wwfinancial.ca
Maggie Yang 杨宏
VP Vice President
Financial Advisor
QAFP
Worked in Bank of China and China Minsheng Bank. He obtained a bachelor's degree in economics and a master's degree in development economics in China and Japan respectively. Since 2010, Yang Hong has provided comprehensive financial planning and arrangements for clients as an investment protection consultant. For a long time, Yang Hong has been helping clients achieve their financial goals at various stages with the work philosophy of "doing financial management practically and making friends easily", combined with years of experience in the financial industry.
Email: maggie.yang@wwfinancial.ca
Winnie Wang
Operations Manager
At W&W Financial Group, I oversee the firm’s day-to-day operations and support the team in creating a seamless experience for our clients and partners. I’m organized, detail-oriented, and take a practical approach to my work. I value clear communication, efficiency, and strong relationships, and I take pride in making sure the details behind the scenes are handled thoughtfully and effectively.
Outside of work, I enjoy spending time with my family and friends, travelling, and living an intentional and balanced lifestyle.
Email: winnie.wang@wwfinancial.ca
Amy Zhuang
Financial Security Advisor
Hello, I'm Amy. In my work, I always put the customer first, maintain integrity and responsibility, and provide customers with the best insurance solutions and support. I believe that only when my clients are satisfied can I truly feel satisfied and fulfilled.
My favorite quote is "The secret of financial success is getting started."
Email: amy.zhuang@wwfinancial.ca
Jacky Chan
Financial Security Advisor
As a financial advisor with over 10 years of experience, I help people identify and execute plans to reach their lifestyle and financial goals by taking a mindful and genuine approach to learning what is most important to them, and tailoring strategies to fit their personal values and needs.
Email: jacky.chan@wwfinancial.com
Angela Chen
Financial Security Advisor
Since entering the personal financial services industry, I have worked my way through an operations coordinator, advisor support associate, and eventually became a financial security advisor. For the past 15 years, I have gained experience working with a variety of functional teams and specialists to effectively address the needs of diverse clients. I look forward to working with you on your journey of wealth accumulation and planning with consistent and persistent service goals.
Email: angela.chen@wwfinancial.ca