Joanna Heung

FINANCIAL ADVISOR

Biography

Believing that “price is what you pay, but value is what you get,” Joanna is a dedicated financial advisor with extensive experience in the wealth management sector of private banking. She is passionate about guiding clients through investment opportunities, focusing on asset preservation and value-driven strategies. Emphasizing the importance of a forward-thinking approach, Joanna helps clients safeguard and build wealth over time. With both real estate and investment licenses, she offers a holistic perspective essential in today’s dynamic market, turning challenges into opportunities for sustainable growth.

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

Charmy Zhao

FINANCIAL ADVISOR

Edmond Ng

STRATEGIC PARTNER | B.Sc., CIP, CFP

Kinson Lai

STRATEGIC PARTNER | BBA, CFP, COT

Upcoming Seminar

Discover Your Path to Financial Prosperity at Our Upcoming Seminar!