Meet The Team

Steve Cai has been in the Canadian financial services industry for over 7 years. He focuses on helping his clients achieve their financial goals and dreams through a personalized plan in the GTA area. He holds a master's degree in computer science, has a diploma from a law clerk/paralegal program, and has recently received his CFP designation. He specializes in investment management, insurance and risk management, retirement planning, tax planning and estate planning. He loves traveling, playing sports, volunteering in the Chinese communities in his spare time.

Focusing on the professional and family market, Simon is a great resource for investment, retirement, and taxation advice. With 10 years of experience in the industry providing financial planning to his clients, he has helped many achieve goals they originally thought impossible. He holds a BA in Mathematics, a diploma in Business Ownership, and currently pursuing his CFP designation. Simon has a passion for helping good people navigate their finances.