Our Team

Jason started his career in financial services industry in 2003. He spent the first eight years as an advisor and manager with a top Canadian financial services company. Jason holds a Business Adminis...

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 standar...

Steve has been interested in financial planning ever since the day he picked up a book called, “The Richest Man in Babylon” back in 2015. Ever since then, he has taken many courses, read numerous book...

Eddy Sun is an Associate Financial Advisor at W.P.G. The Wealth Planning Group who assists their financial advisors to provide professional, accurate and efficient services and administration for inve...