Spencer Xu financial Services
Spencer Xu Financial Services Inc. is associated with Happy Life Wealth Management Inc. focusing on providing financial services in the GTA West. We have strong and sustainable partnerships with other industry- renowned Insurance, Investments, Asset Management, and Taxation companies Nationwide. Our financial security advisors work closely with individuals, families and businesses to deliver services and solutions that help build, preserve and manage wealth. We take the time to understand the needs and wishes of our clients with customized, tax-optimized financial solutions to help them solve their diverse financial needs.
Meet Our Team
CEO and Founder of Spencer Xu Financial Services Inc. / Vice President of Happy Life Wealth Management Inc. / Top of the Table Member (Million Dollar Round Table) Spencer has many years of experiences in the financial services industry such as Canadian Imperial Bank of Commerce, and he knows how to listen to the clients to provide the most appropriate financial plans to customers. As a team leader, he offers the professional training package to other team members. With the academic background and conscientious work attitude, he always said:“ there is no best financial product，only the most suitable ones.
Marketing Project Manager
Jiayi ( Joyce ) Gao Joyce has several years marketing experience in the financial services industry associating in event management and client service improvement. She specializes in planning, managing and executing projects related to marketing campaigns. With her academic background and committed attitude, she propagandizes for the company image and increases the public esteem for the organization.
New Business Associate, B.A Finance
Xueyi ( Catherine ) Liang Catherine comes with a diverse background in banking and insurance industry over 6 years. She is knowledgeable to provide new business processing and client support. She is praised by clients because of her academic background and conscientious work attitude.
Business Development Manager
Gongtao ( Alan ) Liu Alan holds a Bachelor of Business Administration (B.B.A) degree from University of Toronto. He has several years banking industry working experiences in Canadian Imperial Bank of Commerce and has been Awarded Achiever Recognition. His expertise and dedication established strong trust with his clients.
Chun Wang Chun Wang graduated from Marquette University with master’s degree in Human Resources Management. Worked as customer services representative and HR assistant in the past. Now as an administrative assistant, responsible for filing, client contact and other administrative works.
We are not only a financial company, but also a trusted accompanier