#300 - 9440 202 St, Langley, BC V1M 4A6

Meet Robert Wei

Robert Wei

Segregated Funds & Insurance Advisor
我們會講 台語, 國語, 普通話

As a native Taiwanese, I empower our Mandarin-speaking clients with insights and confidence to make right financial choices. I also support Flann Financial Group by evaluating and constructing investment portfolios.

I bring to the table over 30 years of experience in the financial services industry. I was a member of the management team in Taiwan of a global insurance giant also operating in Hong Kong, China and Southeast Asia. I brought those skills and industry expertise. to Canada where I have been able to leverage "insider knowledge" to advise and advocate for my clients, business owners, and new Canadians alike.

I am a grateful husband and proud dad of 2 adult children. I can often be found on a sail boat on Gulf Islands and White Rock waters.

Designations & Education
  • CFSB - Certified Financial Service Broker
  • FLMI - Fellow Life Management Institute, USA
  • MBA - UCLA Anderson School of Management

*Robert Wei is not registered in any capacity with Worldsource Financial Management Inc. (WFM). WFM is responsible for mutual fund-related business activities conducted by its Registrants, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.