Founders

Team2

Yuchuan (Paul) Cheng

Founder and President

With many years of senior management experience in Fortune 500 multinational companies, he has keen insight into the financial market and rich practical experience in investment and financial management. He is good at providing property management and tax optimization solutions for small and medium-sized enterprises and high-net-worth immigrant families.

Team1

Chuanli (Lisa) Shi

Co-founder and Vice President

With a dual professional background in Sino-Canadian finance and law, he has a deep understanding of the property, taxation, and inheritance needs of Sino-Canadian multinational companies and immigrant families. He is good at examining customer plans from multiple perspectives and using a variety of financial tools to provide Chinese customers with comprehensive investment, taxation, insurance, and legal services, which has been well received by customers.

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    Number of People Served
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    Quality Services