Who We Are

We are a team of experienced financial experts at your service

Founder

Angela Fok - Elite Wealth Management

Angela Fok | Founder & President

Angela founded Elite Wealth Management to help clients realize their potential to acquire wealth with strategic financial management. Her core belief of ‘the client comes first’ always places the interests of clients first, and has been the foundation of the long-term relationships she has built. Regarded as an outstanding financial professional in the industry since 2002, Angela has been awarded the honor of the Top of the Table, which recognizes the top 2% of the MDRT every year since 2013. Angela is also an active sponsor of a number of charitable organizations such as Richmond Hospital, Chi Heng Foundation Canada, and SUCCESS Foundation.

Our Team

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.

Advisors and Team Leaders

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

Edmond Ng

STRATEGIC PARTNER | B.Sc., CIP, CFP

Kinson Lai

STRATEGIC PARTNER | BBA, CFP, COT

Operation and Intelligence

Mary Chik

SALES OPERATIONS MANAGER

Emily Leung

HUMAN RESOURCES & SENIOR OPERATIONS ADMINISTRATOR

Eve Chan

ASSISTANT TO PRESIDENT

Jayne Lau

OPERATIONS ADMINISTRATOR

Raphael Wong

FINANCIAL ADVISOR ASSISTANT

Edwin So

PARAPLANNER

Pamela Chan

Assistant to President

CONNIE NG

SENIOR ADMIN. ASSISTANT – CUSTOMER RELATION

Michelle Wong

ADMIN. ASSISTANT – CUSTOMER RELATION

Icy Cheung

People & Operations Associate

Upcoming Seminar

Discover Your Path to Financial Prosperity at Our Upcoming Seminar!