2024
2017, 2019, 2020, 2024
2022, 2023, 2024
2024
Financial Security Advisor
Anson Dong has been in the insurance industry for over ten years, offering clients personalized solutions to meet their financial and protection needs. Originally from Guangzhou, Anson immigrated to Vancouver with his parents in 2008. Known for his optimism and steady approach to work, he builds long-lasting relationships with clients through sincerity and a genuine commitment to their well-being.
Outside of his professional life, Anson enjoys playing golf and skiing, hobbies that reflect his passion for both focus and adventure. He is also a proud father of two and brings the same balance and positive attitude to his family life as he does to his career.
Fluent in English, Mandarin, and Cantonese
Financial Security Advisor
Before immigrating to Canada, I was a professor teaching English at a college. In 2010, I entered the financial planning industry, where I have since focused on various areas, including investment tax planning, retirement planning, estate preservation, asset inheritance, and business tax planning. Over the past 14 years, my expertise has centered around providing comprehensive investment and tax strategies for high-net-worth families and corporate clients.
I take pride in using rigorous and precise calculations tailored to each client’s unique circumstances. My dedication has been recognized by hundreds of clients, helping me build a reputation as a trusted advisor. I’m also honoured to have achieved Million Dollar Round Table membership for many years.
Fluent in English and Mandarin
Bi Yu Mai was born in Dongguan, China, and moved to Vancouver, Canada, in 2001. His academic journey led him to Simon Fraser University, where he earned a Bachelor’s degree in Chemistry and Business Administration. Driven by a passion for learning, he built a diverse foundation of experience across various industries, ultimately opening the door to a career in financial advising.
In 2019, Bi Yu joined Canada Life as a Financial Security Advisor, beginning a successful career in the financial services industry. His dedication and commitment to his clients’ success quickly garnered recognition, and he earned several awards for his outstanding achievements. From 2021 to 2023, he consistently ranked among the top-producing financial advisors at Canada Life, strengthening his reputation in the field.
Throughout his career, Bi Yu developed a strong network of professional relationships, collaborating with accountants, lawyers, and tax planning specialists to enhance the service he provides to clients. In 2023, he took a significant step forward by co-founding Wealth Compass Financial Inc. with Weina Yu. Together, they established the firm to guide clients through every phase of their financial and wealth-planning journeys, prioritizing personalized service and comprehensive support.
Today, Bi Yu continues to be a trusted advisor and leader in the financial industry, dedicated to helping clients achieve their financial goals with expertise and care.
Weina was born in Shaoxing, Zhejiang, a water town south of the Yangtze River, and grew up in Shanghai. She went to study in the UK at the age of 16, receiving an undergraduate degree from the University of Manchester. In 2011, she obtained a postgraduate degree in economics and then worked in the marketing department at the UOB Shanghai Headquarters. She immigrated to Canada in 2013 and has lived in West Vancouver since then. She worked as a financial advisor at HSBC in Coquitlam and CIBC in West Vancouver for many years and obtained a mutual fund license. In 2021, she obtained a life insurance license. Drawing on the company’s profound accumulation, rich resources, and her professional knowledge and experiences, she aims to provide a comprehensive wealth management plan for wealth preservation, appreciation, and generational inheritance, allowing you and your family to fully enjoy your wealth and your lives.
Fluent in English and Mandarin
财务安全顾问
Anson Dong出生于广州，2008年随父母移民到温哥华。Anson从事保险行业已超过十年，凭借丰富的经验和稳重的做事风格，赢得了客户的信赖。他专注于为每位客户量身定制保险解决方案，真诚待人，致力于建立长期的合作关系。
Anson性格乐观开朗，不拘小节，工作上沉稳踏实，生活中则热爱高尔夫和滑雪。他是两个孩子的父亲，在工作与家庭之间保持着良好的平衡，并以积极向上的态度面对生活的每一个挑战。
财务安全顾问
移民加拿大之前，我是一名在大学教授英语的教授。 2010 年，我进入财务规划行业，此后专注于各个领域，包括投资税务规划、退休规划、遗产保护、资产继承和企业税务规划。 在过去的 14 年中，我的专长主要是为高净值家庭和企业客户提供全面的投资和税务策略。
我引以为豪的是，我根据每位客户的独特情况进行了严谨而精确的计算。 我的敬业精神得到了数百位客户的认可，帮助我建立了值得信赖的顾问声誉。 我也很荣幸多年来一直是百万圆桌会员。
英语和普通话流利
麥碧瑜出生於中國東莞，於2001年移居加拿大溫哥華。他進入西門菲莎大學學習，並獲得化學及商業管理的學士學位。出於對學習的熱忱，他在不同領域中積累了豐富的經驗，並最終開啟了他的金融顧問職業生涯。
2019年，麥碧瑜加入了加拿大人壽擔任財務安全顧問，這是他金融服務事業的起點。他憑藉對客戶的全心投入，很快便獲得了業內的認可，並因其卓越的成績多次獲獎。在2021年至2023年間，他連續三年在公司中名列頂尖生產力的財務顧問，進一步鞏固了他在業界的聲譽。
在職業生涯中，麥碧瑜不斷拓展專業網絡，與會計師、律師及稅務規劃專家緊密合作，為客戶提供更全面的服務。2023年，他與共同創辦人俞薇娜創立了財富指南針金融公司（Wealth Compass Financial Inc.），旨在為客戶的財務及財富規劃之旅提供每一步的專業支持和指導，以量身定制的服務滿足客戶的需求。
如今，麥碧瑜作為金融行業值得信賴的顧問和領袖，致力於幫助客戶實現財務目標，以專業與關懷服務客戶。
维纳出生在江南水乡浙江绍兴，成长于上海，16岁赴英国留学, 毕业于曼彻斯特大学本科，2011年取得经济学系研究生学位，随后任职于新加波大华银行上海总行市场部。2013年移民加拿大，现定居西温哥华。抵加后先后在高贵林HSBC以及西温CIBC任职客户经理，并取得基金理财执照，2021年取得人寿保险执照。
凭借公司深厚的积淀和丰富的资源,维纳希望以自己的专业知识和敬业精神为阁下您提供财富保值增值及世代传承的全方位财富管理规划，使您和您的家人能更好地享受财富、享受人生。
