We Make Insurance Personal

Customized Insurance - Customized Investment - Customized Tax
Everyone Deserves a Tailored Portfolio
Wealthbees
Everyone Deserves a Tailored Portfolio
WealthBees is a NEW Financial company that perfectly combine Financial products and technology. We use Artificial Intelligence(AI) to research and extract more information faster so we can uncover accurate investment insights. Our professional Data Scientists team use AI and natural language processing (NLP) to detect and extract the most relevant facts from unstructured datasets. We use algorithm to build up models to pick the best-fit investment combinations from thousands of combinations for everyone client according to their age, gender, risk tolerance, expected return, etc.
We are licensed insurance broker contract with all top insurance companies offer a wide range of insurance products and unparalleled customer support 24/7. We want to help you protect the most precious things in your life. We put our clients firmly at the forefront of our competitive Insurance Agency. It’s what sets us apart from the competition. Our goal is to eliminated any unsound fee and protection.
Within our ranks, we proudly feature the expertise of the top 1% of tax lawyers, poised to provide exceptional guidance to both individuals and corporations navigating the intricate landscape of Tax Litigation.
Our extensive portfolio encompasses over 200 successful Tax Dispute Resolutions, encompassing a diverse range of areas including HST/NRST rebates, SR&ED Audit Defence, and property flipping challenges.
At the core of our operation is a dedicated team of professionals who have facilitated comprehensive tax planning for numerous clients, resulting in savings exceeding 50% of their income tax burden. Leveraging an array of sophisticated financial tools and cutting-edge tax planning strategies – including intricate butterfly reorganizing, share-to-share freezes, and the meticulous artistry of Surplus Stripping – we are committed to sculpting your financial future with precision and finesse.
Embrace a realm where financial challenges metamorphose into triumphs, and intricate tax landscapes are navigated with astute mastery. Your aspirations are our foremost priority, and our unwavering commitment is to forge a path toward fiscal success and prosperity.
Contact us to find out more about our extensive selection of products and services and how we can provide the extra layer of protection you’ve been looking for.
Our Services
Our CEO

Cherry Li
Chief Executive Officer
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Dual Degree in Actuarial Science and Statistics from the University of Waterloo;
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Received a Financial Honors Certificate from Yale University;
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Formerly worked as an Automation Engineer for boardridge, a financial software financing company in the Fortune 500;
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Former Chief Financial Officer at Fintec Company, successfully guided corporate financing;
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Former Chief Operating Officer at SoSweet, a dessert semi-finished product manufacturer and wholesaler, responsible for marketing and operations for seven years;
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Currently serving as the CEO of WealthBees, a financial company, serving over 6000 enterprises and high net-worth clients;
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Currently a lecturer in the Chinese Finance Department at the University of Toronto;
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An expert in the insurance industry, holding LLQP and RIBO compliance qualifications;
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Proficient in portfolio management and corporate tax structure planning. Achieved over 15% annual investment return and over 30% annual tax optimization for clients for multiple consecutive years.
FROM START TO FINISH
Make more than 10,000 tax and Financial Plans
Service more than 6,000 clients
Contract with more than 20 top insurance companies
Canadian top 1% of professional tax lawyer teams
What People Say



Get In Touch
Contact WealthBees today and let us take the burden of worry off your shoulders.
647-528-1127