Planium Wealth Ltd.

Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

The use of email is not a secure medium and personal information should be transmitted by more secure means.

Insurance products, including segregated fund policies, are offered through Planium Wealth Ltd., and Xulong (Tony) Ye, Sandra Zuo, Wei Gao, Amy (Huicong) Gao, and Ferris (Rui) Fan offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

The information on this website is intended for residents of AB, ON only.

Click here to view legal, copyright and trademark information.

Our team

Our team

Tony Ye, BA, QAFP

Financial Security Advisor Investment Representative

Sandra Zuo

Financial Security Advisor Investment Representative

Wei Gao, CFP®

Financial Security Advisor Investment Representative

Amy Gao, CFP®

Financial Security Advisor Investment Representative

Ferris Fan

Financial Security Advisor Investment Representative