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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
Family on Digital Tablet

Life Insurance

Term Insurance
Whole Life Insurance
Universal Life Insurance

Family Decorating Eggs
Outdoors Acroyoga Session

Health Insurance

Health & Dental Insurance
Critical Illness Insurance
Disability Insurance

Flowers on a balcony
Girl Hiking in Mountains

Travel Insurance

Traveling Canadian
Visitor to Canada
Student Insurance 

Takeoff
Business Meeting at a Cafe

Financial Planning

RRSP - TFSA - RESP
Customized  investment portfolio 

Young Businesswomen
Happy Businessman

Tax Planning

Incorporate your business
Personal Tax Planning
Corporation Tax Planning

Presentation
Accountant

Tax Objection/Appeal

Voluntary Disclosure
Audit/Objection/Tax Court of Canada
Unfiled Returns/Tax Debt/Taxpayer Relief
Residency

Book of Laws
Our CEO

Cherry Li 

Chief Executive Officer 

 

  • Dual Degree in Actuarial Science and Statistics from the University of Waterloo;

  • Received a Financial Honors Certificate from Yale University;

  • Formerly worked as an Automation Engineer for boardridge, a financial software financing company in the Fortune 500;

  • Former Chief Financial Officer at Fintec Company, successfully guided corporate financing;

  • Former Chief Operating Officer at SoSweet, a dessert semi-finished product manufacturer and wholesaler, responsible for marketing and operations for seven years;

  • Currently serving as the CEO of WealthBees, a financial company, serving over 6000 enterprises and high net-worth clients;

  • Currently a lecturer in the Chinese Finance Department at the University of Toronto;

  • An expert in the insurance industry, holding LLQP and RIBO compliance qualifications;

  • 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

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