Our Team
Positioned to help you get the most of your next venture, our experts will work intimately with you and help you reach your financial goals and ambitions.
Tracy Douglas
Operations Manager
Victor Zhu
Lending Specialist
Ammie Pereira
Advice Associate
Joyce Lip
Financial Planning Assistant
Kaliena Kekena
Business Support Officer
Jacalyn Roberts
Business Support Officer
Tara Nurthen
Business Support Officer
Kevin Soto
Marketing Coordinator
Careers
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We are passionate about helping our customers achieve their dreams. Get in touch today and tell us your story.
