Who We Are

We are a team of experienced financial experts at your service

PHILOSOPHY

With a philosophy that is focused 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

SUCCESSION & ESTATE PLANNING SPECIALIST | COT MDRT, MFA

Annie Lau

SENIOR FINANCIAL ADVISOR

Dickie Lam

INVESTMENT & ESTATE PLANNING SPECIALIST | MDRT & AWMA

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

Charmy Zhao

FINANCIAL ADVISOR

Edmond Ng

STRATEGIC PARTNER | B.Sc., CIP, CFP

Kinson Lai

STRATEGIC PARTNER | BBA, CFP, COT

Joann Yu, CFP

CORPORATE TAX & ESTATE PLANNING SPECIALIST

Nelson Fan, CFP

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

Operation and Intelligence

Amber Liang

PARAPLANNER

Edwin So

JUNIOR PARAPLANNER

Emily Leung

HUMAN RESOURCES & SENIOR OPERATIONS ADMINISTRATOR

Eve Chan

ASSISTANT OF PRESIDENT

Geoffrey Law

ADMIN. ASSISTANT – CUSTOMER RELATION

Grace Chan

OPERATIONS ADMINISTRATOR

Jasmine Wang

JUNIOR PARAPLANNER

Raphael Wong

FINANCIAL ADVISOR ASSISTANT

Charmy Zhao

INVESTMENT ANALYST

CONNIE NG

ADMIN. ASSISTANT – CUSTOMER RELATION

CISSY TSOI

BOOKKEEPER

WINNIE CHEN

Seminar and Marketing Assistant

Upcoming Seminar

Discover Your Path to Financial Prosperity at Our Upcoming Seminar!