Edmond Ng

STRATEGIC PARTNER | B.Sc., CIP, CFP

Biography

For over 2 decades, Edmond has been an accomplished wealth-building coach in the insurance and investment industry. Focussed on safeguarding portfolios, estate planning, and investment diversification, he spends much of his time serving tech professionals, young families, small business owners, and mentoring new financial advisors starting out in the industry.

Other Advisors

We believe that our greatest strength lies in working together. Our corporate philosophy encourages experienced advisors to mentor new professionals while cultivating a culture of excellence, integrity, and continuous development.

Angela Fok

Founder & President

James Mok

SUCCESSION & ESTATE PLANNING SPECIALIST | COT MDRT, MFA

Joann Yu, CFP

INVESTMENT, CORPORATE & ESTATE PLANNING SPECIALIST | TOT MDRT

Dickie Lam

INVESTMENT & ESTATE PLANNING SPECIALIST | MDRT & AWMA

Nelson Fan, CFP

RETIREMENT & ESTATE PLANNING SPECIALIST | BCOM, PFPC, CFP, MDRT

Annie Lau

SENIOR FINANCIAL ADVISOR

Gary Ng

INVESTMENT & CORPORATE ESTATE PLANNING SPECIALIST | MDRT

Ken Tsai

CORPORATE & CROSS-BORDER TAX SPECIALIST | MBA, CHS, CFP, US IRS-EA: 131100

Eric Hsiao

SENIOR FINANCIAL ADVISOR | CFP, FMA

Shaun Cui

MDRT

Mary Chik

FINANCIAL ADVISOR

Darren Ku

FINANCIAL ADVISOR

Joanna Heung

FINANCIAL ADVISOR

Charmy Zhao

FINANCIAL ADVISOR

Kinson Lai

STRATEGIC PARTNER | BBA, CFP, COT

Upcoming Seminar

Discover Your Path to Financial Prosperity at Our Upcoming Seminar!