Discover your hidden wealth potential
through the pillars of Transparency, Integrity, and Trust.
OUR MISSION Elite Wealth Management was founded on an unwavering commitment to business excellence. In every service we provide, we strive to create trusted relationships with our clients and work diligently to ensure that we become a valued part of their wealth management team.
OUR 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.
A TAILORED APPROACH We want the best for our clients and their families and value strong, long-term relationships that are built on understanding their unique situations.
VAST KNOWLEDGE & EXPERIENCES Our experience and insight allow us to create tailored financial plans based on each of our client’s unique financial needs.
What We Do
We are an independent financial services brokerage that focuses on a personalized approach to financial advising and planning.
Through our platform, we offer our clients a broad range of financial vehicles that includes banking, lending, investment and risk management products to optimize their financial strategy and maximize their wealth potential.
A Trusted Financial Consultant and Friend for 13 Years
My husband and I knew Angela since 13 years ago. The first impression of her is smart, capable, hardworking, professional, and sincere. She will do what she promised and is always very friendly and helpful. As days go by, I’ll say she is a good friend too other than my financial consultant now. I am very happy with the performance of my investment which is managed by Angela. Also, the seminars that Angela arranged for us are very informative and helpful. Thank you so much for all her work and wish her prosperity in business.
Smooth Transition: Navigating Tax Efficiency with Elite Wealth Management
As a returned resident after leaving Vancouver for 20 years, the city was so strange to me especially there are so many tax related issues. After attended 2 to 3 seminars provided from Elite, I gained some basic knowledge how to pay the tax in efficiency way. Advisor is nice, knowledgeable and patient, no hard pushing.
Informative, Engaging, and Trustworthy: My Experience with Elite Wealth Management
I often listened to their radio commercials and found it very interesting. I finally attended one of their seminars and learnt a lot from it. Since then, I look forward to their seminars with different topics. The speakers are very knowledgeable and can make finance topics humorous at times. The staff are very friendly and helpful. I am very comfortable with their advisors handling all my investments. I do not hesitate to recommend their services to anyone!
A Warm Welcome and Expert Financial Guidance: My Experience with Angela and the Team
Came in for an appointment made after a seminar spoken by Angela. Upon entering the office, I was greeted by a friendly receptionist who offered many options for coffee. I then got to meet with my advisor and was fed very knowledgeable information regarding financial planning. Overall, I was happy with the service and the highly professional advisors.
Exceptional Expertise and Exceptional Service: Working with Kinson Lai for Life Insurance
I would highly recommend working with Kinson Lai. He is very knowledgeable and professional when it comes to explaining various life insurance options. Not only is he flexible in terms of availability, he is also very accommodating and patient when answering financial questions my mom and I had. Transparent, honest, and friendly summarizes my overall impression of him!
Prioritizing Clients’ Needs: A Grateful Experience with Advisor Joann at Elite Wealth Management
First learned about Elite from their informative seminars and Joann became my adviser. She understood my needs by listening very patiently and taking the time to answer all my questions. Clients concerns and benefits are her priorities. Thank you, Joann, for all your assistance.
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At Elite Wealth Management, we believe in the power of giving back. Charitable giving is not just a financial transaction; it’s a meaningful expression of our values and a way to create a positive impact on the world. We understand that every individual has unique charitable goals and causes close to their hearts.
That’s why we work closely with our clients to develop personalized charitable giving strategies that align with their financial plans. Whether it’s supporting local charities, funding education initiatives, or contributing to global humanitarian efforts, we’re here to help you make a difference in the most tax-efficient and impactful way. Let us assist you in turning your financial success into a force for good.
Celebrating our meaningful collaborations, here are the charitable organizations and societies with whom we are honored to partner.