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
Master of Engineering, treat customer needs and solutions with rigorous attitude and method, MDRT member for 24 consecutive years, COT (Global Top 3%), win customer trust with integrity and professionalism, focus on family and corporate customers, and assist customers in wealth inheritance . Go all out, worth entrusting
Email: camby.wang@wwfinancial.ca
Annie Li 黎艳
VP Vice President
Financial Planner CFP
MDRT Life Member of Million Dollar Round Table
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From personal tax study in 2013 to financial consultant, nearly 10 years of practice
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Love to learn, think hard, be willing to help others, be serious and responsible in doing things, start and finish, and can be trusted
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Graduated from computer science university, worked in IBM China for more than 10 years in sales and management
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Like camping, skiing, hiking with family & friends, enjoy nature, and live an optimistic and 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
Norah Cheung
Fiancial Advisor
MDRT
I joined this career in Nov. 1992 qualified MDRT since 1993.
With my expertise and care I help numerous clients achieve financial freedom and asset appreciation. I welcome your visit and I am confident you will get benefits from my advice.
Email: norah.cheung@wwfinancial.ca
Winnie Wang
Operationg Manager
I have good ability to work under pressure, love the team, have strong self-learning ability, can quickly adapt to new environments, have a sense of responsibility, good communication skills and teamwork awareness, and am proactive in work.
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
Eleanor Chan
Financial Security Advisor
VP and Secretary General of the Chongqing General Chamber of Commerce of Canada, founder of Chongqing Yonghe Medical Equipment Co., Ltd.
I have rich experience in brand operation and management. I used to be the domestic agent of Philips, Panasonic and Johnson & Johnson. I'm currently the agent of Canada's leading insurance company and fund company, and involve in the electrical appliances, medical equipment and financial services industries.
Email: eleanor.chan@wwfinancial.ca