MANAGEMENT
Chloe Tong
Founder, President
Chairman & Director of Amerity Wealth
Management Inc
Founder of "Innovative Wealth Management Workshop"
Creator of "AFS Financial Quotient Training Courses"
Life TOT member of MDRT
Canada's Outstanding Women Award Winner
Jing Gao
Vice-President &
Chief Compliance Officer
Rosa Lin
Business Director
(BC)
AFS Certified Trainer
AFS Certified Financial Instructor
Member of MDRT
Roy Yip
Business Director
(BC)
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
Qualified Associate Financial Planner （QAFP）
Agnes Tse
Business Director
(BC)
AFS Certified Trainer
AFS Certified Financial Instructor
TOT Member of MDRT
Certified Financial Planner (CFP)
Registered Retirement Consultant (RRC)
Cherry Sui
Co-Funder & President of Sotco Division
(ON)
AFS Certified Trainer
AFS Certified Financial Instructor
TOT Member of MDRT
Brian Tsang
Member of TTT
(BC)
AFS Certified Financial Instructor
TOT Member of MDRT
Annie So
Member of TTT
(ON)
AFS Certified Trainer
AFS Certified Financial Instructor
COT Member of MDRT
Anthony Zhang
AFS Certified Instructor
(ON)
COT Member of MDRT
Candy Xu
AFS Certified Instructor
(AB)
COT Member of MDRT
Certified Financial Planner(CFP)
Elder Planning Counselor (EPC)
Rebecca Li
Business Director of Sotco Division
(ON)
AFS Certified Financial Instructor
COT Member of MDRT
Registered Retirement Consultant (RRC)
Homan Deng
Amerity Wealth Management
BC Branch Manager
Tom Tang
Xing Su
Amerity Wealth Management
ON Branch Manager
Amerity Wealth Management
AB Branch Manager
Summer Wang
Accounting and Contracting Manager
Ivan Mo
Sales Manager
Certified Financial Planner (CFP)
Ivan Mo
Account Executive