Meet The Team

Associate Portfolio Manager

Senior Investment Advisor

Andrew Chan, CIM, BSc. 
Associate Portfolio Manager & Senior Investment Advisor


Andrew brings over 20 years of wealth management experience to his role as Associate Portfolio Manager and Senior Investment Advisor. He has completed the Canadian Securities Course (CSC) and the Certificate in Retirement Strategy (CRS), and earned the Canadian Investment Manager (CIM) designation through Canadian Securities Institute. He is also a Life Insurance Advisor through TD Wealth Insurance Services. The financial market has a wide variety of complex products that can be intimidating to the average investor. Andrew is articulate and keeps things simple for his clients. Andrew's passion beyond family and work are cycling, golfing and is an audiophile.

Client Service Associate

Betty Wong, BA
Client Service Associate

Betty has been in the industry for more that 10 years and has joined our team in 2014.  She oversees our client documentation process, transfers, and client reports preparation.  She strives to provide the highest degree of professionalism to our valued clients.