Amy Tong is a graduate of the University of Toronto with a degree in Commerce and is a Chartered Life Underwriter, a Chartered Financial Consultant, a Certified Health Insurance Specialist, and a Registered Critical Illness Specialist. She is a Million Dollar Round Table (MDRT) "Top of the Table" qualifier; an honourable accreditation that less than 1% of the world's life insurance and financial services professionals achieve. As a lifetime member of the MDRT, Amy demonstrates exceptional professional knowledge, ethical conduct, and outstanding client service.

​

Prior to moving to Canada, Amy was a banking executive for a major international bank in Hong Kong. She has chaired many community charity projects for the Junior Chamber of Commerce, which has earned her the World Award on Leadership. She has been the recipient of numerous awards acknowledging her active professional involvement in the business community.

​

As the President of A.T. Financial Group and AWM Financial Services Inc., Amy has over 30 years of experience in the financial and insurance services industry and over 20 years of expertise in providing financial solutions to professionals in the healthcare industry.  Since 1997, Amy has been hosting different seminars for dentists, doctors and other healthcare professionals, in which she provides information on disability and critical illness insurance as well as wealth management and tax planning solutions. Over the years, her clients have moved to places across Canada, USA, and even places around the world (e.g. Hong Kong, Taiwan, the Middle East, etc).  Even though they are miles apart, she continues to keep in touch through email and phone at all hours.

Ace is a Million Dollar Round Table Achiever with 7 years of experience in financial planning. Ace has extensive expertise in insurance solutions, wealth management, corporate tax planning, group benefit, family tax benefit, and financial solutions.

 

Prior to joining the financial services industry, Ace worked as a registered nurse in the healthcare industry. This gives her a unique advantage when it comes to helping healthcare professionals with their financial planning and insurance needs. She understands the unique challenges faced by healthcare professionals and can provide tailored solutions to meet their specific needs.

​

With Ace's guidance, you can make informed decisions about your finances, achieve your financial goals, and secure your financial future. Contact Ace today to learn more about how she can help you with your financial planning and insurance needs.

Simon is a Million Dollar Round Table – Court of the Table Achiever with 14 years of experience in financial planning.

​

Simon has extensive expertise in insurance solutions, wealth management, corporate wealth transfer, tax planning, and estate planning. His business acumen allows him to develop tailored strategies that tap into the specific needs of dental professionals, helping them achieve their financial goals and secure their financial futures.

​

As a dental student or dentist, your financial situation may be unique and require specialized guidance. Simon can help you navigate the complexities of financial planning and provide personalized solutions to meet your specific needs. With his guidance, you can focus on your practice and patients with the peace of mind that comes with a solid financial plan.

​

Contact Simon today to learn more about how he can help you achieve your financial goals and secure your financial future.

Sophia is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU), and Trust and Estate Practitioner (TEP). She is a highly knowledgeable financial planner with a passion for helping dental students and dentists. 

​

Sophia joined the financial industry right after achieving her Master's degree from UBC Sauder Business School 12 years ago. Since then, she has gained extensive experience and expertise in financial planning, working seamlessly with lawyers, accountants, appraisers, and other professionals to provide holistic solutions for her clients, especially established healthcare professionals.

​

Sophia's impressive education and designations set her apart as an outstanding financial planner in her field. As an MDRT Court Member and a member of Advocis and the Society of Trust and Estate Practitioners (STEP), Sophia has demonstrated her commitment to professional development and staying up-to-date with the latest financial planning strategies and best practices.

​

With Sophia's guidance, you can develop a personalized financial plan that aligns with your goals and values, secure your financial future, and navigate the complexities of the financial landscape with confidence. Contact Sophia today to learn more about how she can help you achieve financial success.

Young graduated from UBC with a Bachelor's degree in Laboratory Medicine, which has honed his skills in attention to detail and a strong analytical approach to problem-solving. He is good with figures and passionate about using financial analysis to help improve his clients' financial well-being.

​

With his expertise in financial planning, Young can help you achieve your financial goals, whether it's saving for retirement, growing your wealth, or protecting your assets. He can help you navigate the complexities of the financial landscape and develop a personalized financial plan that aligns with your goals and values.

​

As a dental student or dentist, you may have unique financial needs that require specialized guidance. With Young's support, you can focus on your practice and patients with the peace of mind that comes with a solid financial plan. Contact Young today to learn more about how he can help you achieve your financial goals and improve your financial well-being.