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Management Team
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Ms. Annie Chiu

B.Sc.(Hons), MBA, RFP, CFC, CIAM, LOMA
Senior District Manager

Chartered Insurance Agency Manager
Registered Financial planner US
Certified Financial Consultant US

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Mr. Dennis Cheng

BA(Hons), MBA, MSc, MHKIoD, CFP, ChFC, FChFP, CWM, AAFM, RFP, CFC, CLC, LOMA
Senior Unit Manager

Chartered Financial Consultant (ChFC)

Chartered Wealth Manager (CWM) 
The Fellow Chartered Financial Practitioner (FChFP) 
Registered Financial Planner (RFP US) 
Certified Financial Consultant(CFC US) 
MDRT

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Mr. Billy Lam

B.Sc(Hons), RFP
Unit Manager

Registered Financial Planner (RFP US)
MDRT Life Member

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