Heng “Kiki” Yue

LICA, LLQP, CFM - Founder and Chief Executive Officer

Kiki Yue, BA, MHM, earned her bachelor’s degree from the University of Alberta and a Master’s from Cornell University, settled into a career in financial services, became a member of MDRT and thereafter started her own independent financial company. She offers solutions in Life insurance, Critical illness insurance, Long-term care, Segregated fund investments, RRSP/TFSA/RESP, travel insurance and more!

Kiki’s scientific, process-driven approach to investing—along with her breadth of experience and knowledge in wealth management and advanced financial planning—are key factors in helping her clients achieve their financial goals. To further help her clients make smart decisions about their money, she is a active member of Million Dollar Round Table (MDRT) since 2019 who has been involved in the development and implementation of investment strategies built for families, small corporations and also providing opportunities for women empowerment. Please read about our investment philosophy.

"I love my work and the opportunity it gives me to help so many wonderful people by making their hard-earned money work for them. I was born and raised in small town in China, and I have small town values at heart. I really identify with that old saying, “The quality of your life is based on the quality of your relationships.” The relationships I have at home, with my colleague, and with the clients I serve are what really keeps my motor running."