Recognized as one of the best Exempt Market Dealers in Canada (by Private Capital Journal), our leadership team has developed a reputation that is driven by a record of disciplined long-term thinking and insightful portfolio management.
Executive Team
Nevin Xu
CEO/UDP
Monica Wu AFP, CFP
CCO/Head of Operations
Erin Lin CFA
Head of Investment
Umberto Zhang MBA, CPA
Head of Finance
Ryan Yan
VP of Business Development
Michelle Zhao Master Degree
Compliance Officer
Tom Zhang MSc Finance
Corporate Trainer/ Risk Analyst
May Gui
Admin/Marketing Associate
Executive Team
Nevin Xu
CEO/UDP
Monica Wu AFP, CFP
CCO/Head of Operations
Erin Lin CFA
CCO/Head of Investment
Umberto Zhang MBA, CPA
Head of Finance
Ryan Yan
VP of Business Development
Michelle Zhao
Compliance Officer
Tom Zhang MSc Finance
Corporate Trainer/Risk Analyst
May Gui
Admin/Marketing Associate
Executive Team
Nevin Xu
CEO/UDP
Monica Wu AFP, CFP
CCO/Head of Operations
Erin Lin CFA
Head of Investment
Umberto Zhang MBA, CPA
Head of Finance
Ryan Yan
VP of Business Development
Michelle Zhao
Compliance Officer
Tom Zhang MSc Finance
Corporate Trainer / Risk Analyst
May Gui
Admin/Marketing Associate
Executive Team
Nevin Xu
CEO/UDP
Monica Wu AFP, CFP
CCO/Head of Operations
Erin Lin CFA
Head of Investment
Umberto Zhang MBA, CPA
Head of Finance
Ryan Yan
VP of Business Development
Michelle Zhao
Compliance Officer
Tom Zhang MSc Finance
Corporate Trainer/ Risk Analyst
May Gui
Admin/Marketing Associate
Meet With Us
Meet With Us
Meet With Us