MANAGEMENT
Chloe Tong
Founder, President
President & CEO of Amerity Wealth
Management Inc
Founder of "Innovative Wealth Management Workshop"
Creator of "AFS Financial Quotient Training Courses"
Life TOT member of MDRT
Canada MDRT Foundation
VP of Finance
Canada's Outstanding Women Award Winner
Jing Gao
Rosa Lin
National Business Director
Compliance Officer
AFS Certified Trainer
AFS Certified Financial Instructor
Member of MDRT
Roy Yip
Business Director
AFS Certified Trainer
AFS Certified Financial Instructor
Member of MDRT
Registered Retirement Consultant (RRC)
Business Director
AFS Certified Trainer
AFS Certified Financial Instructor
TOT Member of MDRT
Agnes Tse
Business Director
AFS Certified Trainer
AFS Certified Financial Instructor
COT Member of MDRT
Registered Retirement Consultant (RRC)
Cherry Sui
Co-Funder & President of Sotco Division
AFS Certified Trainer
AFS Certified Financial Instructor
TOT Member of MDRT
Brian Tsang
Member of TTT
AFS Certified Financial Instructor
TOT Member of MDRT
Annie So
Member of TTT
AFS Certified Trainer
AFS Certified Financial Instructor
COT Member of MDRT
Anthony Zhang
AFS Certified Instructor
COT Member of MDRT
Candy Xu
AFS Certified Instructor
COT Member of MDRT
Certified Financial Planner(CFP)
Elder Planning Counselor (EPC)
Rebecca Li
Business Director of Sotco Division
COT Member of MDRT
Registered Retirement Consultant (RRC)
Tom Tang
Branch Manager
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Xing Su
Branch Manager
Ivan Mo
Sales Manager
AFS Certified Financial Instructor
Ada Yip
Operations Manager & Compliance Officer