Our Team

 

eunice luis

Eunice Luis

Michael Chung

eunice luis

Eunice Luis joined the financial industry in 1998. She has leveraged her international MBA academic training, expertise, and unmatched commitment to service in providing the highest quality of financial planning.

She is committed in working with individuals to achieve long term financial security by developing and monitoring a financial strategy custom-tailored for each individual client.

During the past two decades she has earned numerous industry designations, including:

  • Certified Financial Planner (CFP) – Financial Planners Standards Council
  • Certified International Wealth Management (CIWM) – Canadian Securities Institute
  • Fellow of CSI (FCSI) – Canadian Securities Institute
  • Financial Management Advisor (FMA) – Canadian Securities Institute
  • Certified Divorce Financial Analyst (CDFA) – Institued for Divorce Financial Analysts – IDFA
  • Licensed Insurance Advisor (FRSA)
  • Master of Business Administration (MBA) – Wilfrid Laurier Univesity

Michael Chung

Michael Chung is a financial consultant with almost a decade of experience in the Financial Services Industry where he worked for Citi Financial starting as Investment Service representative and progressing to a Business Systems Analyst.

Prior to the Financial Industry, Michael has an extensive background in operating businesses, where he has accumulated the skills and several years’ experience in cash flow and business management.

Michael is a licensed Insurance Advisor. He also holds the industry recognized Canadian Securities Course (CSC) certification and a B.com qualification.

Michael is passionate about the Financial Markets, and apart from being personally invested in the stock markets long term, he also trades the Forex and CFD markets.