About Hu's Wealth Management
Strategic financial planning for individuals, couples and families.
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Our Purpose
At Hu's Wealth Management, we believe financial planning should bring clarity and confidence to every stage of life. Our goal is to help individuals, families, and couples develop sustainable and strategic financial plans that support both their current priorities and their long-term ambitions. For this reason, our team is committed to providing thoughtful guidance and dependable support throughout every step.
What We Do
Hu's Wealth Management is a full-service financial security planning firm. We provide comprehensive financial planning and wealth management services designed to help our clients make informed decisions about their financial future. Our team works closely with individuals, families, and couples to develop strategies that align with their personal goals, financial circumstances, and long-term aspirations. One area of particular expertise is in helping business owners, professionals and individuals to help maximize asset value, reduce taxes and leave more for the next generation.
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Meet Our Team
At Hu's Wealth Management, our team is dedicated to providing personalized guidance and support to every client. With years of experience in the financial industry, we work swiftly to help clients navigate their unique financial concerns.
Meiyu(Joyce) Hu
CEO
Having worked as a Financial Security Advisor and Investment Representative for 20+years, Joyce has a unique sense for financial security and investment. With her passion for investment and financial management, she provides tailored financial solutions, referring to the specific needs of clients, while helping them achieve their financial goals.
Phone: +1 647 633 6880
Mail: joyce.hu@huswealth.com
Gladys Mak
BA, CFP, EPC
Gladys is a passionate and knowledgeable Certified Financial Planner. She has over 20 years of
experience working in the financial services industry. Her expertise in financial planning, especially for
high net worth clients, was established by collaborating with professional accountants, lawyers and tax
experts.
Phone: +1 416-804-7591
Yang Chen
Financial Security Advisor and investment Representative
Chen Yang is a passionate, patient, and sincere financial security advisor. With years of experience in business and the education industry, she will work with you on customized children’s education planning, retirement plans, and estate planning to achieve your financial independence.
She enjoys spending time with her family and friends, reading, chatting, jogging, gardening, and cooking after work.
Phone: +1 416-825-5416
Mail: yang.chen@huswealth.com