Our Team
Comprised of some of Western Canada's foremost financial experts, our team brings the experience and know-how to innovate on existing trends and deliver results.
Kris Leung
Certified Financial Planner
Kris majored with a Bachelor’s degree in Chemistry. She is an analytical thinker who sees problems as puzzles that are likely solvable through research and evaluation. She is passionate to solve her clients' financial problem and has been very rewarding for her to build better financial pictures for them. She is a Certified Financial Planner CFP, a Chartered Life Underwriter CLU, and Chartered Investment Manager CIM® designation. Even though she doesn’t have a specific clientele focus, she usually works with the semi-retired, retired, or high-income community.
She likes to cooperate with her clients, working as a team. She empathizes with them trying to put herself in their shoes and analyzing their particular situation to create a personalized plan. She speaks English and Cantonese.
Kris is married with no kids, and her hobbies mainly include outdoor activities like gardening and scuba diving. She also likes badminton, traveling, and karaoke. Her favorite travel destination is any tropical island, and her retirement dream is to live in an overwater bungalow on a nice tropical island.
She likes to cooperate with her clients, working as a team. She empathizes with them trying to put herself in their shoes and analyzing their particular situation to create a personalized plan. She speaks English and Cantonese.
Kris is married with no kids, and her hobbies mainly include outdoor activities like gardening and scuba diving. She also likes badminton, traveling, and karaoke. Her favorite travel destination is any tropical island, and her retirement dream is to live in an overwater bungalow on a nice tropical island.
