Co-Founder and President of Meritigroup
Co-Founder and CEO of Meritigroup
Senior Vice President of Meritigroup
Managing Director
Managing Director
Co-Founder and President of Meritigroup
Involved in financial industry in Beijing since 1994
Started a business in Toronto, Canada in 2003; Provided comprehensive wealth solutions including tax, investment, and insurance planning
Expert in globalized and integrated wealth solutions; Specialized in global structure design for high net worth families, international tax planning, international assets allocation, risk control in private market, advanced insurance application, international estate planning, off-shore and on-shore trust planning, etc.
CFP (Certified Financial Planner)
FMA (Financial Management Advisor)
CIM (Canadian Investment Manager)
FCSI (Fellow of Canadian Securities Institute)
MDRT TOT (Million Dollar Round Table – Top of the Table)
Master Degree of Business Administration
Bachelor Degree of Engineering
Co-Founder and CEO of Meritigroup
Taught Finance at University of International Business and Economics in 1985
Senior Manager at HK-Macau Securities(Beijing Company) in 1997
Chief Executive Officer at Meritigroup since 2008
MDRT(Million Dollar Round Table)
Master of Art
Bachelor of Art
Senior Vice President of Meritigroup
Involved in Financial industry In China since 1998
Joined Meritigroup in 2008
CPA(Chartered Professional Accountant), CGA(Certified General Accountant) of Canada
CPA(Certified Public Accountant) of China
Canada CPA In-Depth Tax Course
TEP, membership of Society of Trust and Estate Practitioners
Master of Art
Bachelor of Art
