Explore your options with trusted professionals
Helping over 1,000 Canadians since 1993 providing a wide array of financial products from over 60 established institutions
“What would life be without a financial plan?”
A peace of mind with Financial Security
Meet The Team
780 288 7988
Susy Foo has 27 years of experience working with more than 1,000 Canadian families as a Financial Security Advisor.
Susy was graduated as a Bsc. in computer science from the University of Keele, England.
Susy is also a licensed mortgage broker since 2000
780 709 8081
Shaun Ho has 20 years of experience in the financial services industry.
Shaun was graduated as a Chartered Accountant from the University of Kent, England.
Shaun is also a licensed Alberta Real Estate broker since 2005.
780 913 1289
Olivia Liaw has 27 years of experience working with more than 500 Canadian families as a Financial Security Advisor.
Olivia brings along with her a wealth of financial knowledge while working as a branch manager with Citibank.
Over the years, She had helped many Canadian Taxpayers with their income tax preparation.
Book a complimentary appointment to help you evaluate and explore your options on how you can achieve your financial goals and dreams sooner? Contact 780 476 0528 today to schedule a session.