Meet Our Team
James Zhe
Director, Financial Advisor
Innovation & Client Experience
With over 10 years of professional experience spanning from investment management, to technology, to management consulting, James brings with him a rich multi-disciplinary approach to holistic financial advisory.
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B.A. Economics, Johns Hopkins University
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M.A. Management, Duke University, Fuqua School of Business
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Equities Analyst, J.P.Morgan Investment Management in New York, NY (2011-12)
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Solutions Consultant, Oracle Corporation (2013-2016)
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Engagement Manager, Deloitte Consulting (2016-2021)
Yun (Sophia) Shi
Founder, President
As one of the most recognized industry leaders in the Greater Vancouver and Toronto Areas, Sophia has been a senior personal and corporate financial and tax advisor for over 20 years. Among her clients and peers, she is known for her strict professional conduct and deep industry knowledge.
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Ex-lecturer on financial system reform for the State Council, People’s Republic of China
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Graduate of Harvard Business School Global Executive Program
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Former attorney and university professor (economics)
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MDRT - Top of the Table Member
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MDRT - Lifetime Honorary Member
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Denise Zhou (Feihua)
Financial Advisor
Alberta and Central Provinces Lead
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Experienced Financial Advisor (insurance and mutual fund investments**), MDRT qualifying member
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Former corporate finance officer at United Technologies Corporation (NYSE: UTX)
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Tianjin Business School graduate majoring in management accounting with more than 20 years of practical experience in accounting and taxation
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Over 15 years of experience in Canadian small business taxation
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**Mutual Funds provided by Denise Zhou through Wealthforce Inc. in the provinces of British Columbia, Alberta and Ontario.
