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.
Wendy Wei
Financial Advisor
Wendy has diverse professional experience. One of her past experiences was working in an immigration company, which brings extra value to her clients who have recently immigrated to Canada, especially to address their financial needs. She is passionate about being an advisor and she loves to help her clients pursue their dreams. She is patience and detailed oriented. Currently, her clientele focus is working with retired people and families with children. She speaks three languages: Mandarin, Cantonese, and English.
Part of her major hobbies includes traveling, and her favorite travel destinations have been so far China and Europe. Naturally, as part of her retirement dream, Wendy would love to travel all over the world.
She also shared with us that she has a beautiful family that includes her husband and three children. One of her most significant challenges in life has been being the mother of her three kids, she took up the challenge and now is a very successful work-life balance mom.
Part of her major hobbies includes traveling, and her favorite travel destinations have been so far China and Europe. Naturally, as part of her retirement dream, Wendy would love to travel all over the world.
She also shared with us that she has a beautiful family that includes her husband and three children. One of her most significant challenges in life has been being the mother of her three kids, she took up the challenge and now is a very successful work-life balance mom.
