Building and Preserving Generational Wealth Through Financial Education
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Our Solutions
retirement planning
Retire smart, not just old. We assist you to take control of your financial future today.
estate planning
Give your loved ones the gift of security and peace of mind
cashflow planning
Because cashflow is the lifeblood of any individual or business
private investment
Stop letting the stock market dictate your financial success by investing in quality alternative assets
insurance
A safety net for yourself and loved ones when life takes an unexpected turn
tax strategies
To minimize your tax liability and maximize your financial success
public equities
Globally diversified investments managed by world class Portfolio Managers
charitable gift planning
Be strategic and thoughtful about your giving for the greatest possible impact
About Karen
Karen is a Registered Retirement Consultant RRC® who provides expert guidance on the many issues involved in retirement and estate planning. Additionally, Karen has earned the MFA-P™ designation, under a vision to empower clients with tax-efficient charitable giving strategies to be used both in their lifetime and as part of a family legacy.
Karen’s clientele focus has been with young professionals and retirees.
Born and raised in Hong Kong, Karen graduated with a Bachelor of Business Administration in Hong Kong and went on to complete her graduate level studies in Canada. Karen speaks three languages: English, Cantonese and Mandarin.
In her free time, she enjoys outdoor activities such as hiking and travelling. In addition to all her success in her professional career, Karen is blessed to have a supportive husband and three beautiful children.
contact us
get in touch
office
204- 7080 River Rd, Richmond, BC V6X 1X5
