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Meet Our Team

An empathetic, technology-driven, and family-oriented team of professinoals.

Responsible AI
@ SY Wealth

Read about our Responsible AI Governance Policy

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Because technology can never replace human judgment or guarantee privacy, strict governance is essential to keep your data secure.

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Yun (Sophia) Shi

Founder & President

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James Zhe

Director, Financial Advisor

Innovation & Client Experience

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Prof photo (2)_edited_edited_edited.png

Denise Zhou (Feihua)

Financial Advisor
Alberta and Central Provinces Lead

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Keefer Jeng

Office Manager

Client Experience

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hellen wang_edited.jpg

Yun (Sophia) Shi

Founder & President

20240711-SYWealthHEH07409_edited_edited.jpg

James Zhe

Director, Financial Advisor

Innovation & Client Experience

20240711-SYWealthHEH07409_edited_edited.jpg
Prof photo (2)_edited_edited_edited.png
Prof photo (2)_edited_edited_edited.png

Denise Zhou (Feihua)

Financial Advisor
Alberta and Central Provinces Lead

20240711-SYWealthHEH07349_edited_edited.jpg

Keefer Jeng

Office Manager

Client Experience

20240711-SYWealthHEH07349_edited_edited.jpg
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