Our Team

Siqi is a licensed mutual fund advisor. She started her financial services career in early 2018 as an assistant, where she excelled in building relationships and offered an exceptional service standard. Siqi works with professionals, young families, and business owners.

After graduating with her Bachelor of Science degree in Agricultural Business Management, she focused on helping both small businesses, corporations, as well as farm owners to establish group benefits solutions, retirement plans, individual investments in segregated funds and individual insurance.

In October 2022, Siqi became mutual fund licensed to better assist clients in financial investments.

Outside of the office, Siqi enjoys pilates, golfing, playing badminton and playing drums. Siqi now resides in Richmond Hill Ontario to better assist our clientele in the GTA.