Happy Life Wealth Management Inc. is looking to expand in Beijing and offer a broader product portfolio to its mostly Chinese-client base wanting to acquire assets in Canada.
Upon assessing a client’s financial standing and investment objectives, the company develops a tailored strategy that applies asset diversification and risk management to safeguard assets.
“People are generally focused on building up their assets and on making more money. But when you build up your wealth, we find that the next step is how to manage your assets,” said CEO Mr. Liangzhi Luo.
Beginning primarily as a financial advisor and planner for Chinese families, Happy Life Wealth Management considers themselves now as wealth managers.
Luo said: “We’re trying to build on our company brand, promote to more people, and increase the business. This is why we’re now opening a window in Beijing.”
As more than half of its business comes from new immigrants from China, the company’s day-to-day affairs involve mostly educating clients of Canada’s financial, tax, and education systems.
Happy Life Wealth Management Inc. offers a range of financial products from other financial institutions, such as their mutual fund dealer Quadrus Investment Services Ltd.. Liangzhi Luo, Margot Bourque and Qin Chen also offer other investment opportunities through the Quadrus Group’s exclusive funds.
