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
Roy Yip

National Business Director

Compliance Officer

Business Director

Business Director

AFS Certified Trainer

AFS Certified Financial Instructor

    

 Member of MDRT

AFS Certified Trainer

AFS Certified Financial Instructor

    

 TOT Member of MDRT

AFS Certified Trainer

AFS Certified Financial Instructor

    

 Member of MDRT

Registered Retirement Consultant (RRC)

Agnes Tse

Business Director

Jeffrey Yuan 

Business Director

AFS Certified Trainer

AFS Certified Financial Instructor

    

 COT Member of MDRT

Registered Retirement Consultant (RRC)

AFS Certified Trainer

AFS Certified Financial Instructor

    

 TOT 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

Xing Su

Branch Manager

AFS Certified Financial Instructor

Ivan Mo

Sales Manager

AFS Certified Financial Instructor

Ada Yip

Operations Manager & Compliance Officer