About the Candidate
Elite Wealth Management
Elite Wealth Management is built on a strong commitment to business excellence. In every service Elite Wealth Management provides, the firm strives to build trusted relationships with its clients and works diligently to ensure that the firm is a vital part of their wealth management team. Elite Wealth Management建立在对卓越业务的坚定承诺之上。 在Elite Wealth Management提供的每项服务中,公司都努力与客户建立可信赖的关系,并努力确保公司成为其财富管理团队的重要组成部分。
241-7080 River Rd,Richmond, BC V6X 1X5
(604) 330-2708

Angela founded Elite Wealth Management to help clients realize their potential to acquire wealth with strategic financial management. Her core belief of ‘the client comes first’ always places the interests of clients first and has been the foundation of the long-term relationships she has built. Regarded as an outstanding financial professional in the industry since 2002, Angela has been awarded the honor of the Top of the Table, which recognizes the top 2% of the MDRT every year since 2013. Angela is also an active sponsor of a number of charitable organizations such as Richmond Hospital, Chi Heng Foundation Canada, and SUCCESS Foundation.


公司历史:

Angela Fok 霍盈是精英理财集团创办人及总裁,她成立公司的理念在于帮助客户启发自身理财致富的潜能。她「以客为先」的核心价值观,永远把客户的利益放在第一位,从而建立悠长良好的合作关系。她不仅从2002 年起,成为业界杰出理财专员,更由2013 年起荣获全球百万圆桌最受信赖顶尖会员之殊荣。她骄人成就亦成为同业后进的模范。她专长服务高净资产值家族及企业,运用她尖端知识,开发不同的投资理财策略,来实现高端客户的财务目标。 Angela 秉成着「取之于社会,回馈于社会」的企业公民理念,积极参与公益活动,并透过多重管道的慈善捐赠,帮助加强社区医疗服务,建设项目,教育培训及在职支援等,以实际行动,落实关怀社会责任的优质典范。

Service and products:

Elite Wealth Management is an independent financial services brokerage that focuses on a personalized approach to financial advising and planning. Through our platform, we offer our clients a broad range of financial vehicles that includes banking, lending, investment, and risk management products to optimize their financial strategy and maximize their wealth potential.

产品服务:

精英理财集团是一家独立财富管理公司,致力为客户提供高质素的财务规划及专业投资管理服务。业务覆盖银行及信贷方案,信托基金方案,风险管理,税务策划,投资策划以及财富传承规划等理财服务。


官方网站:https://www.elitewmg.com