Shaun Cui

MDRT

Biography

Specializing in life and health insurance, debt management, long-term budgeting, strategic investment strategy and charitable gift planning, Shaun is passionate about helping families build their futures by developing unique, feasible, and successful wealth creation saving plans. His extensive expertise in insurance and investment vehicles is an invaluable asset in helping families protect their wealth and financial well-being.

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

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

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