Frankie Chan
Frankie is one of the co-founders of Concept One Financial Group. He has over 18 years of experience in the banking industry and a licenced broker for over 3 years. He is the spokesperson for the company and often appears on many mortgage & real estate seminars guiding new immigrants, non-residents and locals on obtaining […]
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 […]
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 […]
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. […]
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 […]
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 […]
Rocky Ngo
After finishing his BA degree in English as a translator from Hanoi National Univ – Vietnam, Mr. Rocky came to the US to follow his Graduate Degree in Business Administration (Southern New Hampshire University) under President’s Full Scholarship in 1998. After his Master’s Degree completion in the year of 2000, Mr. Rocky worked as a […]
Jenny Chung
Jenny Chung is a Korean-Canadian Mortgage Consultant who is fluent in both Korean and English. Jenny is a hard-working professional who has always thrived on new challenges. She started her career with the Canada Revenue Agency, helping clients with income tax inquiries and analyzing budgets for the department, then she moved on to join the […]
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 […]
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 […]
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 […]
Hieu Tran
As a mother and a small business owner, I empathize with one’s dream to have that sense of stability and security through real-estate ownership. I became a mortgage broker to educate myself and others the nuances of financing for a property. I believe through open communication and prudent planning with my clients, I can help […]
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 […]
Vincent Chong
Vincent has over 15 years of extensive experience in accounting, finance, and taxation from Hong Kong and Canada, with a focus on personal and corporate tax services. Vincent has recently obtained his license as a mortgage consultant. With his expertise and experience, Vincent can develop a tailored solution for your mortgage needs along with […]
David Hu
David possesses an extensive capital markets and corporate finance background. His career began as a derivatives floor trader at the Chicago Mercantile Exchange and Chicago Board Options Exchange. He subsequently relocated to Hong Kong where he continued to trade derivatives in the Asian markets via electronic exchanges. He then transitioned into corporate finance as a […]
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 […]
Alex Ng
Alex has been a licenced mortgage broker for over 2 years and has been with our company since inception. He also works as a testing engineer for a large software company. Him and his wife, who is an experienced financial planner of a financial institution, provide their clients holistic financial solutions from credits to investments.
Sean Lee
Sean Lee (Seung Jun Lee) works as a mortgage broker and real estate agent. He was born and raised in Korea. After graduating from university, he worked in a Korean conglomerate in Seoul with over 10 years of sales and marketing experience. He immigrated to Canada in 2013 and became a real estate professional helping his clients to buy, sell and manage properties. Now he is armed with a […]
Tim Tsang
Tim is a dedicated professional in the mortgage industry with a strong passion for assisting individuals and families in achieving their dreams of homeownership. Drawing on his background in education and sales, Tim brings a unique skill set to guide clients through the complexities of mortgages with ease. Tim prides himself on being an empathetic […]
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. […]