We Make Insurance Personal
Our CEO

Cherry Li
Founder & CEO
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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.
647-528-1127