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Estate and wealth strategies designed for Canada's
physicians and their families.

Estate & Insurance Planning

Investment & Private Banking

Doctor Portrait

Estate & Insurance Planning

Investment & Private Banking

Tax & Practice Advisory

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Hellen Y. W.
Manager | Tax Advisory & Client Service​
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  • MGA, and Vendor relations
  • Back office operations support
  • Specialization in tax-related advisory
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Eric Qiao
Associate | Assistant to Financial Advisor​
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  • Bachelor of Business Administration, Simon Fraser University
  • Insurance and Wealth client specialist
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Kevin Huang

CA | CPA | High net worth tax advisory

LinkedIn

Meet the Pros.

Our High Net Worth legal and tax advisory partners

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Eileen Fennell

CA | CPA

Corporate and High Complexity Tax Advisory

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Linda Chen

B.Sc., J.D.

Barrister and Solicitor

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Cathie Bayley

Partner, Miller Thompson LLP

35+ years of tax advisory experience

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Jason Lin

B.Sc., J.D.

Barrister and Solicitor

Legal + Tax 

Our High Net Worth legal and tax advisory partners

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Jeffrey Scouten

Associate Counsel

BFG Law

LinkedIn
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