Planium Wealth Ltd.

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

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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. For the Quadrus privacy policy, click here.

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.

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Our team

Tony Ye, BA, QAFP

Financial Security Advisor
Investment Representative

Ferris Fan

Financial Security Advisor
Investment Representative

Angela Wang

Financial Security Advisor
Investment Representative

Anita Yang

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

Murray R. Smith

Financial Security Advisor
Investment Representative

Tony Ye, BA, QAFP

Financial Security Advisor Investment Representative

Ferris Fan

Financial Security Advisor Investment Representative

Angela Wang

Financial Security Advisor Investment Representative

Anita Yang

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

Murray R. Smith

Financial Security Advisor Investment Representative

Financial Security Advisor
Investment Representative

Financial Security Advisor
Investment Representative

Financial Security Advisor
Investment Representative

Financial Security Advisor
Investment Representative

Financial Security Advisor
Investment Representative

Financial Security Advisor
Investment Representative

Financial Security Advisor
Investment Representative

Financial Security Advisor
Investment Representative