Credentials · Licenses · Registrations
Independently Verifiable Credentials
Click any badge below to verify the license or appointment directly with the issuing authority. We don't ask you to take our word — we let the evidence speak for itself.
Provincial Insurance Licenses
Licensed in Five Provinces
BC Insurance Council
British Columbia
Life, Accident & Sickness insurance license — British Columbia.
Alberta Insurance Council (AIC)
Alberta
Full Life Insurance Agent + Accident & Sickness Insurance Agent — Alberta. Audit No. 2009656 (Life) / 1978139 (A&S).
Insurance Council of Manitoba (ICM)
Manitoba
Life Insurance Agent — Manitoba. Audit No. 468861.
Financial Services Regulatory Authority (FSRA)
Ontario
Life Insurance & Accident & Sickness Insurance Agent — Ontario.
Insurance Councils of Saskatchewan (ICS)
Saskatchewan
Life & Accident and Sickness Insurance Agent — Saskatchewan.
Errors & Omissions Insurance
$1M Professional Liability Coverage
Errors & Omissions (E&O) Liability Insurance
Insurer: Swiss Re Corporate Solutions America Insurance Corporation · Broker: Marsh Canada Limited. Coverage: $1,000,000 per claim / $2,000,000 aggregate. Includes mandatory fraud endorsement.
MGA & FundServ Trading Code
Registered Identity on the National Trading Rail
FundServ Code
MGA / Dealer Code
3539
Alpha Prime Financial Inc.
Managing General Agency
Personal Advisor Code
0126
Lihao (Wallace) Wang
Advisor ID within MGA
What is FundServ?
FundServ is Canada's industry-standard electronic trading network for mutual funds and segregated funds — operated since 1993 and used by every major Canadian fund company. An advisor's FundServ code is the unique identifier that routes every fund transaction (purchases, redemptions, switches, reallocations) through the national trading system. Carriers can verify any FundServ code instantly through the FundServ registry.
Carrier Appointments
Appointed With
Canada Life
Primary licensing sponsor — life insurance, segregated funds, group retirement, healthcare plans.
Sun Life
Appointed advisor — life insurance, segregated funds, group benefits.
Manulife
Appointed advisor — life insurance, segregated funds, mortgage protection.
iA Financial Group
Appointed advisor — life insurance, investment loans, segregated funds, EVO platform.
Equitable Life
Appointed advisor — life insurance, critical illness, segregated funds.
B2B Bank
Investment loan broker — credit-licensed for leveraged investment financing.
Clean Record · 2016–2026
No regulatory complaints, suspensions, refused applications, disciplinary actions, legal actions, criminal proceedings, or bankruptcy in the past 10 years — anywhere in the world. Verifiable on each authority's public registry above.