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Team of Experts

Experience and expertise to help you achieve financial success

Lily Wu 吴家婴

Founder of Fortunewise Family Office
Founder of Fortunewise Financial Services
Certified Financial Planner (CFP)
Trust and Estate Practitioner (TEP)
Qualified Family Office Professional (QFOP)
Top of the Table (TOT)

Ms. Jia Ying Wu has nearly 20 years of experience in tax planning and wealth management. She is a registered tax advisor with the Canada Revenue Agency (CRA) and a top agent for major Canadian insurance and fund companies. Her professional skills and expertise have provided many high-net-worth families with comprehensive wealth structures and customized wealth management solutions, including for individuals, corporations, and trusts. Her work has gained unanimous recognition from both the industry and society. She hopes to continue contributing to the industry with her altruistic mindset and lifelong service philosophy!

Michael Jing 景东阳

Co-Founder of Fortunewise Family Office
Founder of " Legend Asian Canadian Entrepreneur Association "
Hurun North America U30 Listed Elite
Senior Financial Advisor

Michael, as a representative of young entrepreneurs, successfully established Toronto's most popular entrepreneur platform " Legend Asian Canadian Entrepreneur Association." This platform hosts regular events, bringing together elites from various industries, providing young people with opportunities to network and expand their circles, and offering a platform for aspiring entrepreneurs to access resources and support. It excels in fundraising, optimizing business models, and market promotion. As a professional financial advisor who earned his license during his university years, Michael is dedicated to providing customized financial advice to help clients achieve financial freedom and growth, supporting every entrepreneur in their journey!

Fancy Liu 刘逸谣

Partner of Fortunewise Family Office
Head of Fortunewise Family Office in Quebec
General Manager of a Beijing Investment Immigration Company
Licensed Professional Financial Advisor
Senior Commercial Real Estate Investor

Fancy has nearly 20 years of experience in immigration planning and overseas investments in the US, Canada, and Europe. She has a strong professional background and practical experience in immigration planning, children's education planning, and project management. She is also skilled in designing wealth inheritance structures, large insurance policies, personal/company real estate investment plans, and three-generation family succession planning for high-net-worth families. Fancy is a professional wealth advisor with a broad view of wealth management.

Specialized Expert Team

Michael Ding

Canadian Tax Lawyer
Former Assistant to a Canadian Tax Court Judge
Former Crown Prosecutor, Department of Justice, Canada
Fluent in English, French, and Mandarin

Michael Ding, with experience as a Crown Prosecutor at the Department of Justice Canada, has successfully represented the Canada Revenue Agency (CRA) in the Tax Court of Canada, Federal Court, Ontario Superior Court of Justice, and Ontario Court of Appeal. He previously served as an assistant to a Canadian tax court judge in Ottawa. His practice covers a wide range of tax and commercial law, including tax strategies and planning, negotiating tax issues in mergers and acquisitions, minimizing taxes on investment funds, dealing with anti-avoidance rules, and interpreting complex regulations and reporting requirements. He also advises on various transactions, including acquisitions, asset disposals, private equity deals, corporate financing, and commercial agreements.

Celia Hu 胡芠芹

Licensed Lawyer in Ontario
Partner at JDC Law LLP

Celia Hu is proficient in both English and Mandarin, specializing in family law and estate law. She is one of the most renowned wills and trusts lawyers in Ontario, with her expertise and client satisfaction widely recognized and praised in the market. Her specific services include drafting and reviewing divorce-related agreements, representing clients in divorce litigation, handling child custody and visitation arrangements, pursuing child support and spousal support, and drafting wills and powers of attorney. The law firm also offers services in real estate transactions, commercial leasing, and corporate law.

Scott Tang 唐晟

Canadian Chartered Professional Accountant
Chinese Certified Public Accountant
Hong Kong Certified Public Accountant
Senior British Chartered Certified Accountant

Scott Tang is currently a partner at Shengqian Accounting Firm in Canada, an independent director, and chair of the audit committee for a Hong Kong Main Board listed company, and an executive director of a Hong Kong fund company/family office. With extensive local experience in finance, tax, and consulting in Canada, he specializes in overall financial and tax planning, as well as investment and financing in Canada, Mainland China, and Hong Kong. He serves as a financial and tax advisor to several Chinese companies' Canadian subsidiaries. He has also worked at PwC and Ernst & Young for over seven years as an audit manager and was an investment financial manager, investor relations head, and company secretary at a subsidiary of CITIC Group.

Peng Du 杜芃

CPA, TEP
Registered Accountant in ON, BC, QC
STEP Member (Society of Trust and Estate Practitioners)
Canadian Company and Trust Structure Designer

Peng Du has over 20 years of experience in accounting, auditing, and tax planning with large firms in Canada and was previously the head of the tax department for a large publicly traded company in Canada. With her extensive tax and accounting experience and meticulous, practical work style, she provides clients with optimal tax solutions. Peng Du's clients include companies, individuals, and high-net-worth families across Canada and globally, with services covering corporate restructuring, wealth succession planning, domestic and international investment tax planning, and accounting and tax reporting for various entities in Canada.

Bill Yang 杨立鹏

CPA, MBA
Canadian Chartered Professional Accountant
U.S. Certified Public Accountant

Bill Yang specializes in international employee deployment and personal tax consulting and planning in both the U.S. and Canada. He has extensive experience providing high-quality tax services to numerous multinational companies and their expatriate employees and executives in China, the U.S., and Canada. He also offers tax consulting and planning for many high-net-worth clients from these countries, helping them avoid tax pitfalls related to personal investments between the U.S. and Canada.

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