• No matter what stage of life you are in

  • We offer customized financial security plans

  • Plans Are the Architects Of Dreams

About Us

Associated with Freedom 55 Financial, a division of London Life Insurance Company, Happy Life Wealth Management Inc. is a professional financial service company. Our financial security advisors work with individuals, families and businesses to deliver services and solutions that help build, preserve and manage wealth. We take the time to understand our client`s needs and aspirations and we provide customized, tax efficient financial solutions to meet these goals. With over 10,000 square feet of office space, the head office of Happy Life Wealth Management Inc is located in the central business district of Markham, Ontario. We also have branch offices in Mississauga, Ottawa, Saskatoon, Regina and PEI. We offer financial security planning to Canadians in all these provinces, and mutual funds to clients in Ontario only.

Features of Services

We are committed to assisting our clients accomplish their financial goals by offering customized financial security planning and wealth management service.

Multi-language Service

Our Wealth Mangament consultant can communicate with you in multi-language, such as Chinese, English and French.

Wealth Mangement

offers London Life's own brand of savings and investments, retirement income, life insurance, and mortgages.

Loan & Investment

Through mutual fund dealer Quadrus Investment Services Ltd., wholly owned by London Life, Investment Representatives can offer a range of investment choices through the exclusive Quadrus Group of Funds.

Intentions Service

Our highly educated professional team of financial security advisors, accountants and lawyers is honoured to assist you in reaching your financial goals.

Great Options

we can offer a broad range of financial products from other financial institutions.

Life Insurance

A proper financial security plan that includes life insurance can mean the difference between leaving your estate financially secure and leaving behind debts and an inadequate income.

Make Your Dreams A Reality

Our highly educated professional team of financial security advisors, accountants and lawyers is honoured to assist you in reaching your financial goals.

Check Services

Our Products

Happy Life Wealth Management Inc. offers London Life's own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, we can offer a broad range of financial products from other financial institutions. Through mutual fund dealer Quadrus Investment Services Ltd., wholly owned by London Life, Investment Representatives can offer a range of investment choices through the exclusive Quadrus Group of Funds. Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission. TMSolutions Banking is a trademark of Power Financial Corporation, Freedom 55 Financial and design are trademarks of London Life Insurance Company. National Bank of Canada is a licensed user of these trademarks. Solutions Banking products and services are provided by National Bank of Canada.

Investment Lending

Investment Saving

Insurance

Wealth Managment

Our Services

Meet the Team

As the CEO and Founder of Happy Life Wealth Management Inc. I am proud to introduce my highly educated and professional team of financial security advisors. We listen to you, we gather information from you, and assess your current situation and ongoing financial requirements, goals dreams or aspirations. If need be, we liaise with other financial professionals, such as chartered accountants, lawyers, and estate professionals to provide you with the right plan for you.

LIANGZHI (ERIC) LUO, MA

CEO, Financial Security Advisor/ Investment Representative, MDRT Life Member.

Life Member of Million Dollar Round Table (MDRT), Eric graduated as a Master of International Finance from University of London, and has worked in the financial services industry for many years. He is acknowledged for his profound academic background and responsible attitude by the industry and his clients.

SPENCER XU, B.A

VP - Mississauga, Investment Representative, Financial Security Advisor, Top of the Table Member

Spencer has many years of experiences in the banking industry. His clients are impressed by his conscientious work attitude and his professional knowledge.

QIN CHEN, Hon.B.A. B.Comm

General Manager, Financial Security Advisor, Investment Representative

Member of Million Dollar Round Table (MDRT) Qin has extensive academic background and global working experience in accounting and financial services. Prior to joining us she held senior positions in the sales and finance departments with multi-national companies such as Wal-Mart, Johnson & Johnson and PGG Wrightson.

MARGOT BOURQUE, EPC

Managing Director, Financial Security Advisor, Investment Representative

Member of Million Dollar Round Table (MDRT) Margot comes with a diverse background in banking, accounting and finance. She has worked in financial services industry for more than 40 years.

JUN (ETHAN) CHEN, MBA

Customer Service Manager, Investment Representative

Ethan holds a Master of Business Administration(MBA) from Brock University. He has worked in financial services for four years and enjoys working with clients to help them achieve their financial goals.

News & Event

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Keep in Touch

Are you ready to start your project? Give us a call or drop us a line.

Phone

1-855-477-0707
905-477-0707

Email

happylife@happylifewealth.com

Location

3601 highway 7 East, Suite 902,
Markham, ON L3R 0M3

Mississauga Office

Add:4307 Village Centre Court, Mississauga, ON L4Z 1S2
Tel:905-276-0707

Ottawa Office

Add:134 Paseo Private, Nepean, ON K2G 4N6
Tel:613-608-8818

Saskatoon Office

Add:2921 8th Street East, Unit 104, Saskatoon, SK S7H 0V4
Tel:306-716-2186

Regina Office

Add:631 College Ave, Regina, SK S4N 3N8
Tel:306-201-8998

PEI Office

Add:28 Kirkwood Dr. Charlottetown, PE C1A 2T6
Tel:902-316-2521