Mission: To have a positive influence on clients' lives and the communities in which we serve! To glorify God for all the faithful stewards of wealth entrusted to us.
Nancy has 20 years of financial investment experience including 15 years working as executives in several large Asset Management companies and Securities firms in Asia and Canada. In the early years, she worked as a Financial Advisor at Quadrus Investment and as the Head of HSBC Jinxin Fund Management of HSBC Global Investment. Later she was the Regional Director/General Manager of two leading securities investment institutions in China. During the period, Nancy with her managed team provided investment advice to the asset managers of many large investment institutions including insurance asset management, mutual funds, large private fund companies and public companies in Asia, and built the strong professional relationship with them.
In 2017, Nancy established Genesis Wealth, a wealth management and asset management platform, in Canada. She continues to expand her expertise in alternative investment, commercial real estate investment, research & DD, and corporate finance. Since then, Genesis Wealth has partnered with over 30 investment / real estate asset managers in North America. Genesis Wealth team is focusing on providing asset allocation strategies with steady growth for institutional and high-net-worth investors.
Nancy is a life-long learner and a two daughters' mom who loves her family. Outdoor activities, Golf, reading, traveling and making friends are her hobbies.
Bachelor of Science, Wuhan University, China; Master of Business Administration, Simon Fraser University, Canada.
Frederick has been engaged in investment management, pension and retirement planning in Canada for 20 years. He served as a consultant in one of Canada's largest financial institutions, assisting financial advisors and their clients in investment and financial planning. With his rich experience and knowledge, he has helped many clients accumulate and manage wealth.
Frederick graduated with a bachelor's degree in economics from the University of British Columbia. He is a lifelong learner in the financial services industry and currently holds the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP) designation. Frederick is an enthusiastic participant in financial planning and an educator of financial planning. He has served as a speaker, examiner and trainer in various institutions and associations. Frederick is also actively involved in Canadian youth achievement education, educating many young people about personal finance and career planning. He is fluent in English, Cantonese and Mandarin.
Graduated from SFU in 2016 with a Master of Business Administration degree. She works for Xinhu Wealth, a third-party wealth management company in China, and also is licensed dealing reprsentative in Genesis Wealth. Rely on the mature and reliable platform and product system, as well as wealth management industry experience in China and Canada, she is dedicated to provide global asset allocation services for high net worth individuals and institutional customers to truly achieve asset preservation and appreciation, and intergenerational inheritance.
Finance Major in University. Starting in 2008, Jay is dedicated to help clients with comprehensive asset planning through outstanding, professional, and personalized services. He was licensed as a Realtor due to the client’s asset allocation needs in Real Estate. His exceptional knowledge of the market from Vancouver to Fraser Valley, coupled with his seasoned insider’s expertise having developed and purchased numerous properties throughout the area, makes him the unequivocal go-to resource for all clients’ needs. Most important to Jay are relationships built on trust, integrity, and honor. He is communicative, thorough, and love to share—and he will be alongside you every step of the way. When not assisting clients, Jay enjoys spending time with his family, entertaining their friends, and traveling around the world.
Twenty years of experience in training, consulting and finance, Schulich MBA. In early years, she was engaged in import and export, marketing, corporate training, business consulting, etc., and later engaged in teaching finance at George Brown College. As an investment dealing representative of Genesis Wealth, she is dedicated to provide investment products with steady cash flow and stable growth to all friends.
Specialized in Real Estate Trust Fund (Reits) which returns around 7-15% in long-term, similar to the stock market, but the overall risk is only a quarter of the latter. Hope to help client obtain stable investment returns under low-risk environment through continuous intensive cultivation, to live and work in Canada peacefully.
6 years of financial industry experience in China and Canada. Worked in a large real estate finance company in Shenzhen, China and as an investment manager in an asset management company in Vancouver, Canada. He obtained master degree in business administration from SFU in 2016 and bachelor degree in mathematical finance from the University of Waterloo.
He served as marketing director and compliance officer internally and provides asset allocation strategies with steady growth for institutions and high-net-worth client in Genesis Wealth.
Helping investors achieve stable growth in asset allocation is not just a talk, but a lifelong goal!
20 years of financial and corporate management experience in China and Canada.
Worked in the International Settlement Department of Bank of Communications in Nanjing, China.
Served as the financial director of a well-known foreign trade company, 8 years financial management experience.
Served as general manager of foreign trade company, 10 years of business management experience.
Engaged in the financial industry for many years in Canada, with plentiful management experience in mortgage investment corporation and exempt market investment. Very pleased with the growth of the team.
“Vancouver's best wealth consultant in logistics real estate”
Jonathan Lu graduated from UBC with MBA degree, specialized in Supply Chain Management. He had 11 years supply chain management experiences in Fortune 500 companies, including energy, electronics and medical device industry. Currently, Jonathan Lu is an active real estate trader and investor for 10 years in Great Vancouver area and No.1 Agent at Keller Williams Realty (KW) Canada in 2015, 2016 and Top 1% realtor at Great Vancouver Real Estate Board. He is also a candidate of Certified Commercial Investment Member (CCIM) and has a designation of Certified Luxury Home Marketing Specialist (CLHMS).
Investment is the only way to achieve the freedom of personal time and wealth. As a wealth consultant in Genesis Wealth, it is an extension of my investment knowledge and practice in the real estate field to helps my clients and my family achieve wealth dreams and goals as soon as possible.
More than 20 years local real estate investment experience in Vancouver, Master degree in Computer Science at SFU. Served as a senior executive of Vancouver government agencies and has more than ten years of senior management experience. Ten years of experience in real estate investment in Vancouver West, familiar with the streets, regions, public and private schools, communities, Chinese and Western cultures and development of new construction in Vancouver West. Licensed real estate agent of Pacific Evergreen Realty. Ranked in the top three of the brokerage which has nearly 200 agents last year. Meanwhile, licensed dealing representative of Genesis Wealth, dedicated to provide the most suitable asset allocation plan for every client.
love working as realtor and investment dealing representative which provides opportunities to help all my friends with sincerity, dedication and professional knowledge. Welcome to visit nancyliao.ca to see the happy and satisfied testimonies shared by customers.
successfully helped countless clients settle their homes, invest in real estate, and gain profit. Continues provide customers financial planning advice with tailor-made investment plans for stable growth with low risk.
With more than five years of investment and financial experience. Initially licensed as insurance agent and Education Fund agent. And with a deepening understanding of the financial industry, she is hoping to help clients achieve long-term stable returns on their investments through asset allocation. In early 2019, she obtained an Exempt Market license and became an investment adviser with Genesis Wealth.
During the communication with clients, she found that many domestic immigrant families only have very limited investment methods with high risk profile due to poor local information channels or the differences in the investment environment between China and Canada. She is hoping to help clients achieve stable long - term investment goals through her expertise.
With more than 10 years of experience in real estate industry, he has been medallion club member of the Great Vancouver Real Estate Board for four consecutive years. In 2017, won the TOP 1% President Award of the Great Vancouver Real Estate Board and ranked No. 5 in individual sales.
Research on the real estate and financial fields has made it very profitable. He believes that the continuous growth of wealth comes from steady return.
Through his professional knowledge, He can help clients with asset allocation in all aspects, establish a comprehensive and healthy financial system and accompany clints to achieve sustained and steady growth of family wealth!
Angel Shu studied and graduated from a prestigious international school majoring in business finance. With over 20 plus years of practical business experiences in the field of project investment, in particular both residential and commercial real estate projects that might require a range of simple to complex business solutions in realizing the project’s full value potential for my clients. I provide practical solutions and solve my valued clients business problems by good communication and really understanding their real needs or concern. I welcome any residential and commercial client business inquiry and look forward to providing solutions to them in real estate best value realization, land value appreciation plan and real estate fund investment allocation etc.
Graduated from UBC University of British Columbia, with experience in Canadian Real Estate, immigration and international education, and obtained the Canadian Securities CSC certificate. As a licensed real estate agent in BC&ON, Canada, he successfully promoted and marketed several high-end apartment projects in Montreal and Toronto. In 2019/2020, I won the Sales Achievement Award from Macdonald Realty, the largest real estate brokerage company in BC. Served as a consultant for the AEIP new immigrant consulting project funded by the Canadian Federal Department of Immigration, and organized new immigrant information meetings in many cities in China.
I am honored to help Chinese immigrants come to Vancouver to settle down. As an investment consultant of Genesis Wealth, I hope to have the opportunity to bring cash flow and stable growth investment products to my friends and help them live a rich and prosperous life in Canada!