Mary Chik

FINANCIAL ADVISOR

Biography

Mary is passionate about financial literacy and education. For young professionals, the hardest part is when you are just starting out. What do you prioritize and how do you set goals? But before the “what”s and the “how”s, you have to understand the why. After all, true wealth is more than the dollars you have.

Other Advisors

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.

Angela Fok

Founder & President

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

Darren Ku

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

Upcoming Seminar

Discover Your Path to Financial Prosperity at Our Upcoming Seminar!