Who We Are
We are a team of experienced financial experts at your service
PHILOSOPHY
With a philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.
We Make it Personal
We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.
We Are Experienced
Our experience and insight allows us to create tailored financial plans based on each of our client’s unique financial needs.
We Are Committed
We are committed to building long-term financial wealth and to guiding our clients every step of the way.
Founder
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 WE ARE STRONGER, and our unique corporate philosophy is designed to encourage mentorship for new advisors as well as individual excellence in the financial industry.
Advisors and Team Leaders
James Mok
Annie Lau
Dickie Lam
Gary Ng
Ken Tsai
Eric Hsiao
Shaun Cui
Mary Chik
Darren Ku
Charmy Zhao
Edmond Ng
Kinson Lai
Joann Yu, CFP
Nelson Fan, CFP
Operation and Intelligence
Amber Liang
Edwin So
Emily Leung
Eve Chan
Geoffrey Law
Grace Chan
Jasmine Wang
Jess Wong
Raphael Wong
Upcoming Seminar
Discover Your Path to Financial Prosperity at Our Upcoming Seminar!