Sales Director

Simon Mok

Being in the financial industry well over a decade, Simon Mok has had some astounding achievements.  Among them include three years in a row of MDRT (Million Dollar Round Table) and also on a higher tier than MDRT, which is the COT (Court of the table) award. MDRT advisors are typically seen as top 10% performers in the life insurance and financial services.

Simon is a financial strategist and he is most passionate in taxation and investment planning.  He has been providing valuable advices to countless individuals and corporates to meet their financial needs.

In the last decade, Simon also took on leadership role, leading a team of experienced advisor in providing financial planning services. Besides, he also serves as mentor, trainer, speaker at different seminars or even radio shows. clients benefit from his well-rounded experience and expertise. Simon is looking forward to share his knowledge in financial advising and investment that you would not want to miss out!

Sales Manager

Ace Liew

Sales Director

Alice Pau

Alice Pau has been in the Financial industry since 2009. She believes her previous years as a Medical Office Assistance was an asset and foundation for her work as a Financial Advisor.

Her attention to detail, good listening skills, and great empathy are symbols of her appreciation by her clients. She provides all the financial products with her heart. Alice is a trustworthy leader whom everyone approaches for advice and mentorship.

She is a diligent and studious advisor that looks after the interest and well being of each person with who she interacts with. Alice is happily lived with her family, in her leisure time, she enjoys spending quality time with her friends.

Sales Manager

Karen Luo

Karen Luo is an independent insurance professional with 6 years as a trusted advisor to families, individuals, business owners, entrepreneurs and the self-employed.  Karen brings the highest degree of exceptional experience to her clients by listening to their needs and working diligently with them to implement a plan that meets all their goals and concerns.  She works with clients in providing Life, Critical Illness, Disability Insurance, Long Term Care as well as Individual and Group Extended Insurance.

Karen previously worked 10 years in a dental office that trained her to be patient and the importance of extended health.  Karen is born in China and moved to Vancouver for more than 20 years, so she is fluent in Cantonese and Mandarin.  In her spare time, she likes to enjoy every moment with her family.

Sales Director

Andy Tan

Andy Tan originated from Singapore and came to Canada when he was very young. He speaks Mandarin and Cantonese. Andy started out many years ago as a general insurance agent and mortgage broker and acquired his life license 9 years ago.

Sales Director

Jason Chau

Jason has joined the industry since 2011.

With the character and creative ideas that he acquired from his experience in the music industry, he has built his unique niche market and specialized teams in various strengths. In Prominence, Jason specialized in life insurance and corporate solutions.

Senior Adviser

Kam Poon

Providing clients with peace of mind has been Kam’s focus since he launched his career in 2014. “I feel a huge amount of satisfaction when my clients are thankful for the confidence, comfort and peace of mind they gain from working with me,” Kam says. Clients feel confident because Kam follows a well-defined process that outlines what clients can expect at the beginning and a flexible path to realize their goals in the future. A people person by nature, Kam develops strong relationships with clients and ensures he fully understands how they feel about their finances. “I’ve had clients say that they are so happy I ask them about what really matters to them,” Kam reveals.

Everyone’s financial and life situation is unique, and Kam keeps that in mind when providing financial security advice. He believes that personalized service is essential when matching clients with the right financial security products and services.

As a Financial Living Benefit Specialist, Kam is dedicated to learning about your personal goals. He understands clients are in different stages of life: purchasing a first home, financing a child’s post-secondary education or planning for retirement. He believes a financial security plan must reflect client’s personal or business situation, and so will work to highlight the financial security products that best fit your goals.

Sales Manager

Richard Hung

Richard is an accredited independent insurance and investment agent working in the financial field since  2010.  Richard’s earlier career in health rehabilitation has established his fundamentals and foundation as a financial advisor.

He is well known for his attention to detail, superior problem-solving skills and delivering professional service. Richard is passionate about listening to his client’s goals and problems before prescribing solutions to eliminate risk and offering advice to reposition his client’s family balance sheets to speed up the wealth creation process.  Richard’s client base has a mixture of high to mid-income families, business owners, and professionals.

To stay on top of the financial field, Richard regularly attends industry training and educational seminars.  His future plan includes increasing the use of technology to customize communication with clients.  This will ensure maximum customer satisfaction and extensive follow up as family and business needs continue to evolve in the years.

Richard has lived and worked in BC for his whole life.  Away from the business, He enjoys playing badminton, dining out, traveling, reading, and making time for the occasional glass of wine.

Director, Operations and Administrations

Alan Lee

Alan has been in the financial industry for 11+ years. Alan specializes in providing corporate tax strategies for business owners and efficient tax planning for local Canadians.