Team Members

Professional Consultant

Meet Our Experts

Donald Fang

Strategy Advisor

Cecilia Chan

Accounting Advisor

Peter Chan

CFO Advisor

Winnie Yu Wong

Wealth Advisor

John Yin

AI Insights Specialist

Sammi Lee

Administrative Officer
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WINNIE YU WONG, FCPA FCA

Winnie Wong is a licensed public accountant in Toronto with decades of experience in accounting, taxation, and financial planning. She earned her CA designation in 1990 and was elected to the fellowship in 2003, the highest distinction of the Institute of Chartered Accountants of Ontario, recognizing career achievement and leadership. Winnie holds an MBA from the Schulich School of Business and a business degree from the University of Hong Kong, specializing in Finance and Management. She also holds CFE (Certified Fraud Examiner) and CFP (Certified Financial Planner) designations, has completed the In-Depth Tax Program, and is a member of the Canadian Tax Foundation, reflecting her deep engagement with Canadian tax.

DONALD FANG, CPA CA

Donald Fang is a seasoned entrepreneur with over 15 years of experience across North America and Asia. He specializes in integrating Finance, Management, Strategy, Digital Transformation, and Artificial Intelligence to drive sustainable growth. His diverse background includes raising over CAD $160 million through M&A, equity and loan financing, and government grants, along with leadership roles in multinational corporations, SMEs, and startups. Having served as a consultant at a Big Four accounting firm and an advisor at a Canadian Big Five bank, he brings a comprehensive perspective to industries such as Manufacturing, Services, Retail & Distribution, Consumer Products, Real Estate Development, Technology, and Financial Institutions.

JOHN YIM, BSc, PGD, MMAI

John is a seasoned data science leader with strong capabilities across data and AI project design, development, deployment, and lifecycle management. He brings deep experience in generative AI, recommendation systems, and predictive modeling, supporting data-driven initiatives across industries including finance, digital marketing, telecommunications, retail, pharmaceuticals, and manufacturing.

CECILIA CHAN, CPA CGA

Cecilia graduated from York University with a Bachelor of Administrative Studies in Accounting and earned her CPA designation in 2017. She is a seasoned financial accountant with experience in both private and public accounting, supporting Canadian businesses and industry professionals through financial accounting, business advisory, and taxation services. Cecilia has extensive expertise in financial statement preparation, month-end and year-end closings, and compliance with Canadian accounting standards and tax regulations.

PETER CHAN, CPA CGA

Peter has decades of experience in accounting, with industries spanning manufacturing, professional services, investment holdings and retail. He has helped companies strengthen financial reporting, assess investment opportunities, analyze potential returns and make strategic business decisions. He brings practical insight into compliance, financial workflows, and operational planning, focusing on actionable guidance for business success.

SAMMI LEE

Sammi has been with us since our inception and is a valued member of our team. As the first point of contact for many clients, she provides seamless support in English, Cantonese, and Mandarin.

Join Our Team

Build Your Future With Us

We’re always looking for talented and motivated individuals to join our team. If you’re passionate about helping businesses succeed, enjoy working in a collaborative environment, and want to grow your career while making an impact, we’d love to hear from you.

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