Bernard Wu
Bernard is one of the co-founders of Concept One Financial Group and has been ranked top 10% nationally (2019, 2020) in the Mortgage Alliance network. He has been a licensed broker for more than 6 years and brings over a decade of experience in the financial industry. He was also a former software engineer/project manager […]
Jimmy Wong
Jimmy Wong has over 20 years banking and management experience serving corporate, institutional and retail clients globally. He was a CPA with MBA. Jimmy worked most of his time in Hong Kong including Citi, JP Morgan and ANZ before returning to Canada in early 2021. Jimmy immigrated to Canada in his early days and graduated […]
Amy Wong, CFP
Amy has 20+ years of experience in servicing the financial needs of local and international clients. Amy is CFP designated since 2005 and has held positions in both global and national financial institutions, accumulating extensive private banking and retail credit writing experience. Her most recent role, prior to joining Concept 1 Financial, was a Senior Mortgage […]
Terry Lin
Terry Lin joined as a part-time mortgage consultant. He is a licensed realtor. Terry came from a real estate entrepreneurship and finance background. He graduated from UBC Commerce with dual options in Accounting and Marketing. He recently passed his Exempt Market Dealer license and plans to utilize his mortgage consultant career. Welcome Terry and thank […]
Jenny Zhang, CPA, CGA
Jenny is result-oriented, self-motivated CPA, CGA with over 20 years of financial and accounting management experience. She is a senior accountant working for the finance department of a crown corporation and it was a natural progression for her to join our company as she enjoys providing sound financial and mortgage advice to her friends and […]
Michele Lau, MBA
Michele is currently an Executive Financial Coach for Concept One Financial Group of Companies. She started her career in Commercial Banking for two large Canadian financial institutions where she managed portfolios of up to $250 million. At the peak of her career, she was ranked National top 5% for a lending role in a financial […]
Graham Cunningham,CFA
Graham Cunningham brings over 19 years of banking industry experience to Concept One Financial Group. He spent over 2 decades in investment banking in Asia where he was a former Managing Director for the Oil and Gas sector for Citi Global Market, Hong Kong and prior to that with J.P. Morgan as an experienced investment analyst. […]
Charlotte Law
Charlotte has been a licensed mortgage broker for almost a year. With her experience managing a sales team in a telecommunications company, she understands customers well and will be able to deliver great service tailored to customers needs. Charlotte did her bachelor’s degree in UK and previously worked with a number of Haute couture in […]
Tracy Zhang
Tracy Zhang previously managed hundreds of commercial accounts at a major Canadian energy company where she processed the credit submissions. As a mortgage consultant, Tracy aims to provide you peace of mind by finding the right solution based on your unique situation. Anyone seeking to make a purchase or refinance an existing property; Tracy will […]
Min Hua
Min Hua brings over 14 years of real estate experience to Concept One Financial Group, focusing on financial planning and tax planning to help clients investing in hundreds of properties in Greater Vancouver and Vancouver Island. Min spent more than two years taking full Rich Dad and Poor Dad courses including Creative Financing, Commercial Real Estate Investing, […]
Candy Sea
With over a decade of experience as a manager in the government sector in Hong Kong, Candy Sea brings a wealth of professionalism, dedication, and a customer-first approach to her role as a mortgage broker in BC. Candy is committed to helping clients find the best mortgage solutions tailored to their unique needs. Her extensive […]
Ida Lam
As a dedicated and trusted mortgage professional, Ida is passionate about helping clients find the most suitable mortgage financing solution that meets their needs and situations. She understands that obtaining a mortgage can be time-consuming and stressful, so she is committed to guiding her clients through the mortgage application process every step of the way. […]
Carol Chiang
Carol has 15 years of experience in the banking industry along with a degree of BCom Finance. Carol understands everyone is different. Her aim is to help people secure financing for their home and ensure her clients receive the personalized financing solution that best suits their specific needs. Carol is reliable and prides herself on […]
