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Our CEO

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Cherry Li

Founder & CEO

  • 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.

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