Anna Liu

"Kelly Ho is a great financial planner. Her professionalism and strong ethics shine through along with her friendly, open manner."

James Leong, Lawyer

"Dave continues to impress me with his knowledge and expertise when providing financial advice."

Andre Powell, Partner - Deetkan Group

"Kelly is on her game! Thorough, efficient with her time and mine. Easy to trust!"

Becky H – Registered Nurse