Wendy Lee

李春雷

Co-Founder & District Manager

Wendy has 20 years of experience in the insurance business. As AIA Senior District Manager, her team achieved #1 ranking across all Hong Kong regions in 2017. She is an MDRT lifetime member and has won multiple industry awards.

Mansfield Lai

黎紹忠

Co-Founder & CFP

Mansfield is a Certified Financial Planner (CFP) with over 20 years in the financial planning industry. He is an MDRT member and received the Good Citizen Award in 2015, becoming a 'Justice' hero in children's eyes.

Kimman Cheung

張劍文

Senior Business Partner

Kimman畢業於中大工商管理學系，在AIA工作7年並成為Premier Academy會員。他努力保持MDRT資格，以MDRT Life Member為長遠目標。

Andy Yiu

姚承彦

Business Partner

Andy joined AIA in January 2022 after completing his Master's in Hospitality Management in Switzerland. He transitioned from the hospitality industry to financial planning and aims to achieve MDRT and COT this year.

Bella

吴巧玲

Wealth Management Director

Bella brings over 30 years of extensive experience in the financial industry, having held leadership positions as branch manager, regional director, and chairman of state-owned enterprises specializing in asset management and corporate finance.

Karen Wong

王慧盈

Associate Wealth Management Director

Karen is a dual-qualified professional - both a solicitor and licensed insurance agent specializing in financial and legal risk management. Her expertise spans family law, estate planning, conveyancing, and commercial law, uniquely positioning her to provide comprehensive wealth protection solutions.

Li Hao

李好

Business Partner

Li Hao is pursuing a PhD in Biomedical Engineering at City University of Hong Kong after earning a bachelor's degree at UC Santa Barbara and a master's degree at the University of Oxford. He moved into wealth planning for a career that rewards initiative and stays flexible around his studies, signing roughly a third of his university cohort as clients within his first six months.

Ce Mi Lee

Wealth Management Manager

Ce Mi Lee is a Georgetown University Economics graduate who brings an international, multilingual perspective to wealth management. She has hands-on wealth-planning experience in Hong Kong, supporting client consultations and estate-planning seminars, and interned with Lotte in Seoul, where she analyzed a US$1.3 billion alternative-investment portfolio. Fluent in English and Korean with conversational Mandarin, she pairs analytical rigor with a genuine, client-first approach.

Anne Chong

Wealth Management Manager

Anne Chong is a Neuroscience and Law graduate who brings a cross-cultural perspective and a deep interest in human behaviour to financial planning. She holds an MSc in Neuroscience (Distinction) from City University of Hong Kong alongside a law degree, and her background spans legal research, journalism, and science communication. Fluent in Mandarin, English, and Cantonese, she helps people across Hong Kong, mainland China, and Malaysia turn 'saving for a rainy day' into thoughtful, actionable plans.