华安财富
你知道金融安全顾问的建议可以帮助你实现现在和以后的财务目标吗?
华安财富
您的专业财务安全顾问及投资代表
将您的愿景转化为利润
关于我们
HS Wealth Management 是一家为个人、家庭和企业主提供全方位服务的金融安全规划公司。我们帮助客户确定他们的财务保障需求和目标，并制定个人财务保障计划以实现他们的目标。一个特别专长的领域是帮助企业主、专业人士和高净值人士帮助最大化资产价值、减少税收并为下一代留下更多。
我们汇集了MDRT（百万圆桌会议）人寿保险和金融服务专业人士、专业律师和高级会计师、审计师和移民顾问，全方位为您提供优质的专业服务。
我们的团队
Meiyu(Joyce) Hu
CEO
Having worked as a Financial Security Advisor and Investment Representative for past 20 years. Joyce has unique sense for financial security and investment. With her passion for investment and financial management, she provides tailored financial solutions referring to specific needs of clients, and helped them to achieve financial goals.
Phone: +1 647 633 6880
Mail: joyce.hu@huswealth.com
Ted Powell
Co-Founder
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Phone: 123-456-7890
Mail: info@mysite.com
Sean Xiao
MBA, CPA
With 20+ years of extensive experience and expertise, Sean Xiao is a devoted and passionate financial professional. He is specialized in Canadian and US companies' accounting, corporate finance, strategic planning, financial audit, compliance, corporate tax, project due diligence, and corporate legal matters. Sean is a licensed Insurance Advisor and Investment Representative in Canada Life, he holds an MBA degree from Wilfrid Laurier University, and a CPA designation from Chartered Professional Accountants of Ontario (CPA Ontario).
Phone: +1 416-885-0925
Mail: sean.xiao@huswealth.com
Gladys Mak
BA, CFP, EPC
Gladys is a passionate and knowledgeable Certified Financial Planner, she has over 20 years of
experience working in the financial services industry, her expertise of financial planning especially for
high net worth clients, established by collaborating with professional accountants, lawyers and tax
experts.
Phone: +1 416-804-7591
Frank Zhang
CFP
With 15 years of working experience in the financial industry and 10 years of working experience in investment banking, Frank has a full understanding of both personal and corporate customers, and provides customers with comprehensive financial planning, especially focusing on tax planning, risk management, retirement planning and family inheritance. Committed to providing high-quality and professional services to high-net-worth clients and family businesses.
Phone: +1 647-922-8789
Yang Chen
Financial Security Advisor and investment Representative
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Phone: +1 416-825-5416
Mail: yang.chen@huswealth.com
Camille Zhang
Advisor
Experienced and knowledgeable Insurance Advisor and Investment Representative, ready to work with you to help meet your personal and family’s financial goals.
She help clients customize financial plans that include saving for retirement, protecting family, growing wealth and funding child's education. She also specializes in the field of travel insurance.
Phone: +1 365-888-3588