About Us

Over

Years Of Experience

Angel Ho, QAFP®, EPC

Financial Planner

Angel is a financial planner and financial advisor with more than 28 years of experience in the Canadian financial industry. Graduated from the University of B.C. in Economics, then went through many rigorous practical training and professional
exams thereafter, she obtained previously her securities license, mutual funds
license, options license, and currently her designations of Qualified Associate
Financial Planner QAFP™ as well as Elder Planning Counselor. Angel came to
Canada with her parents during junior high school. She is fluent in English,
Cantonese and Mandarin offering financial advice to Canadians with different
backgrounds in need.

Born in a family of business owners, Angel understands how taxes and health
risk can be detrimental to a family when no financial planning is done in advance.
Her vision is to help individuals and business owners not only to achieve Tax-
Smart Retirement, but also to have the most tax-effective plan to flow through
family assets, whether real estates or other types of investments, to their
beneficiaries of their wish.

Angel worked for the banking industry in the first 10 years of her career at HSBC.
She advanced her career in the next 10 years to work with top-ranked fund
managers at HSBC Securities, CIBC Wood Gundy, and National Bank Financial.
Thereafter, She opens her financial practice in October 2016 and have been
offering different unique, tax-efficient solutions to her clients.

“Finding the right risk management plan to protect your income and assets can be a daunting task to navigate on your own. I can help guide you through this process.”