FOUNDER

Financial Security Advisor

Life Member of Million Dollar Round Table (MDRT), Eric holds a Bachelor of Science Degree in Shanghai, China and a Master’s Degree in Finance from London, England. He has worked in the financial services industry for many years. He is acknowledged for his profound academic background and responsible attitude by the industry and his clients.

Margot comes with a diverse background in banking, accounting and finance. She has worked in the financial services industry for more than 40 years.

FINANCIAL SECURITY ADVISOR

Qin has extensive academic background and global working experience in accounting and financial services. Prior to joining us, she held senior positions in the sales and finance departments with multi-national companies.

CHIEF EXTERNAL RELATIONS OFFICER

Angel graduated from Western University with a double major in health science and environmental science. Combining her science background to the finance sector, she helps to bridge our company to thought leaders, business partners and global leaders. Allowing us to provide greater opportunities and solutions for our clients.

SENIOR TAX CONSULTANT

Donald Chen received the CMA designation in 1974. He joined Canada Revenue Agency in 1967 as a Desk Auditor and then progressed to Senior Audit Manager’s position in 20 years as Chief of Large Files Audit, Chief of Small and Medium Enterprises Audit, and Chief of Internal Audit. He retired as Chief of Special Investigations Division and ranked as the Assistant Director-Taxation of the Toronto West Tax Cervices Office in the year 2000.

Donald founded the Allied Professional Services Ltd. in May 2000 providing income tax consulting services to the new immigrants and other accountants in Ontario.

He joined Happy Life Wealth Management in 2013 as Senior Tax Consultant

Donald is a retired Law Society of Ontario Paralegal and Ontario Commissioner of Oaths under Regulation 386/12.

He was the Order in Council appointed UIC Appeal Board Chair from 2008 to 2013. Donald was also appointed by the Ontario Attorney General’s Office to sit on the Board of the Ontario Architect’s’ Association in September 2019.

Donald was awarded the Governor General of Canada Medal, the 125th Anniversary Medal of the Founding of Canada, the Queen Elizabeth II Diamond Jubilee Medal, and the Philippine Knight Medal among others, totalling 14.

BARRISTER & SOLICITOR CONSULTANT

Founder of Varity Law Prof. Corp.

Sabrina founded Varity Law, which offers one-stop-shop legal services for families in Real Estate and Wills & Estates; and for businesses in Business Law and Business Immigration. Varity Law’s top 3 values are offering tailored legal services, explaining complex law in simple languages, and offering fixed fee structures.