chinese
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]