Who You Actually Work With
We are a small, focused team. From your first application through to contract signing you work directly with the people below — never handed off to an unfamiliar rep. Every advisor's licences are published with numbers you can check yourself.
Wallace Wang
Wallace helps high-income professionals across Western Canada restructure how their income, assets and future are organized — combining tax planning, investment structuring and risk engineering into one long-term architecture.
Full profile & licences
Amelia Guo
Amelia is the first person most clients speak with — handling the initial conversation, coordinating scheduling, and keeping onboarding on track from enquiry to signed contract.
Full profile & licences
Ishan Kathuria
Ishan is often the first person a new enquiry speaks with — arranging the initial call and making sure the right questions are ready before it happens.
Full profile & licencesPartner Advisors
Independently licensed advisors we work with on selected cases. They run their own practices — they are not employees of WWFS.
Michael Jing
An independently licensed insurance advisor who partners with WWFS on select cases.