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.
-
B.A. Economics, Johns Hopkins University
-
M.A. Management, Duke University, Fuqua School of Business
-
Equities Analyst, J.P.Morgan Investment Management in New York, NY (2011-12)
-
Solutions Consultant, Oracle Corporation (2013-2016)
-
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.
-
Ex-lecturer on financial system reform for the State Council, People’s Republic of China
-
Graduate of Harvard Business School Global Executive Program
-
Former attorney and university professor (economics)
-
MDRT - Top of the Table Member
-
MDRT - Lifetime Honorary Member
_edited.jpg)
Denise Zhou (Feihua)
Financial Advisor
Alberta and Central Provinces Lead
-
Experienced Financial Advisor (insurance and mutual fund investments**), MDRT qualifying member
-
Former corporate finance officer at United Technologies Corporation (NYSE: UTX)
-
Tianjin Business School graduate majoring in management accounting with more than 20 years of practical experience in accounting and taxation
-
Over 15 years of experience in Canadian small business taxation
-
**Mutual Funds provided by Denise Zhou through Wealthforce Inc. in the provinces of British Columbia, Alberta and Ontario.
