Integrated Tax, Accounting, Insurance & Wealth Planning — All Under One Roof

Our Services

OUR STORY

It begins with our Founder & Principal, Helen Zhou, CPA, CA—a respected business leader, entrepreneur, and trusted advisor with more than 20 years of experience spanning accounting, banking, insurance, and international economic development. Throughout her career, she has held roles with leading organizations including Ernst & Young, Scotiabank, the Business Development Bank of Canada (BDC), British Columbia’s investment attraction agency, and the Canadian Embassy.

Drawing on her experience across multiple disciplines, Helen developed a unique perspective on the financial challenges entrepreneurs face. She recognized that tax, accounting, insurance, and wealth planning are often managed separately, resulting in missed opportunities and unnecessary risks. Her integrated approach brings these disciplines together into a cohesive strategy that helps entrepreneurs reduce risk, optimize their financial position, and build long-term wealth.

As a CPA, CA, entrepreneur, and single mother, Helen understands firsthand the competing priorities and challenges faced by busy business owners. She is particularly passionate about helping entrepreneurs understand how insurance can serve as a strategic financial tool—not only to protect families and businesses, but also to preserve wealth, manage risk, and support long-term financial growth.

Beyond her professional practice, Helen is a recognized community leader with strong relationships across government, business, and the non-profit sector. Known as a natural connector, she is committed to creating opportunities, building meaningful partnerships, and helping clients access valuable networks and resources that support their success in Canada and globally.

Helen has served as a board member, mentor, and advisor to numerous business and community organizations. She has been invited to judge business competitions for UBC Sauder MBA students and has delivered workshops on financial literacy, risk management, entrepreneurship, and wealth building for organizations including CPA British Columbia, TD Bank, Vancouver Startup Week, YWCA, YELL Canada, Spring, and the City of Richmond. As an impact investor, she actively supports innovative ventures through Spring Impact Investor Challenge and Pyfera Growth Capital Corp..

Notable Accomplishments

Recipient of the Business in Vancouver Forty Under 40 Award
Selected as a member of the Canadian delegation to the G20 Young Entrepreneurs’ Alliance Summit and served on the Innovation Taskforce
Represented Canada at the Alibaba Global Conference on Women and Entrepreneurship
Steering Committee Member, Metro Vancouver Prosperity Committee
Board Member, Hong Kong-Canada Business Association
Executive Board Member and Treasurer, Laurier Institution
Advisor, Pacific Canada Heritage Centre – Museum of Migration

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Customer Endorsements

I have had the pleasure to work with Helen for almost a year helping our foreign company to establish a Head Quarter in Vancouver. Helen is always enthusiastic and supporting in designing market entry strategies that benefit our company, providing very knowledgeable advice as well as invaluable networking that connected us with our first local prospects and partners. Her ability to read your needs and take the correct actions whatever is introducing you to a lead or recommending a conference has saved us a lot of time and money. That is priceless. I am looking forward to keeping our collaboration for many years.

Francisco Caniego

Regional Director, Canada

StrationBD

Helen has been incredibly passionate and professional, providing invaluable assistance in establishing our company in Canada. With her keen understanding of our needs, she guided us to create a comprehensive business plan for the Canadian market. She recommended the perfect fit for us including the suitable Start-up Visa incubator and other business partners. Her meticulous attention to detail shines in every aspect of her assistance, from interview preparation to filling out application forms. Moreover, she actively coordinated with all parties involved to ensure a seamless process of obtaining letters of support. We are truly grateful to have her support, and we eagerly anticipate continuing our collaboration.

Dr. Meng, Co-founder

SEA2SKY Education Alliance Inc.

Helen is one of the most caring and dynamic business advisors I have ever worked with. She helped increase my company’s publicity by being featured in radio and television shows. Her extensive network allowed a busy entrepreneur like me to quickly find the right resources, strategic partners, service providers and industry & government organizations. This has saved me lots of time and money. Furthermore, she offered me great advice and created sound strategies to grow my company to the next stage!

Olivia New

Chief Executive Officer, STEM ACES Education Inc.

    
 
 
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   Tareq Awadallah 
 
 
 
 Trustindex verifies that the original source of the review is Google. I highly recommend Helen as a financial advisor. She understands both the short-term and long-term needs of busy entrepreneurs like me. What sets her apart from other advisors I've worked with is that she always puts my best interests first, rather than focusing on selling products. Her integrated approach, including valuable tax planning advice, has helped me make more informed financial decisions for both my personal finances and my business. Working with Helen has given me greater confidence in building and protecting my wealth. I highly recommend her to any entrepreneur looking for trusted financial advice.
  
 
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   Andy 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have recently completed acquisitions that have required significant effort in aligning benefits in a short period of time. Throughout this process Helen has provided excellent advice to support our expansion plans. She is responsive, reliable, and always proactive in addressing our needs.
  
 
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   Annie Dahan 
 
 
 
 Trustindex verifies that the original source of the review is Google. It's been a pleasure working with Helen and her team! They're caring, efficient, knowledgeable, and always quick to respond to any questions. Highly recommend if you're looking for reliable and prompt accounting support! They've supported us with the following: - Steamlined our financial records on a timely basis to secure government funding - Knowledgeable about Quickbook and financial system to build a solid financial infrastructure for my company - Expertise in tax filings to save time and money - Support our startup growth through introduction to various professionals
  
 
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   John Ramos 
 
 
 
 Trustindex verifies that the original source of the review is Google. Ansun Group has been handling our insurance needs at DBD Westcoast Construction for the past five months, and it's been a great experience. Helen is knowledgeable, responsive, and makes the whole process straightforward with our best interests in mind. She's been on top of everything from day one, and spent the time and effort making sure we had the right coverage in place with no hassle. Communication has been smooth, and any questions are always handled quick and clearly.
  
 
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   Sales One Up 
 
 
 
 Trustindex verifies that the original source of the review is Google. Helen was amazing to work with. She helped us find a great employee insurance plan at a great rate and made the whole process simple. Super easy to communicate with and genuinely helpful! Highly recommend
  
 
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   Michael Crawford 
 
 
 
 Trustindex verifies that the original source of the review is Google. Helen helped me set up a 20-year whole life insurance plan with Manulife that’s fully paid up in just 10 years, with deposit options included. She actually earns less commission by offering the deposit option but still recommended it because it benefits me more — a true reflection of how she prioritizes her clients over personal gain. With this setup, I’ll have my entire premium paid off by age 43. My contributions will earn 6.35% tax-free compounded interest over 10 years through the deposit option — and even if that rate were to decrease to around 5%, it would continue compounding tax-free throughout my lifetime. This ensures my successors will receive tax-free, cash-ready funds from my death benefit to cover capital gains, funeral expenses, and help build generational wealth — on top of the assets and accounts I’ll already leave behind to them. It really gives me peace of mind, and I’m genuinely grateful to have set it up through Helen, who took the time to make sure I understood every detail of this complex process.
  
 
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   Vu Du 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service & support!
  
 
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   Gu Family 
 
 
 
 Trustindex verifies that the original source of the review is Google. Helen is a truly patient and caring insurance professional. I really appreciated that she took the time to ensure my company structure was properly set up before moving forward. She even referred me to the right professional to get it done right. She provided quotes from multiple insurance providers and guided me through all the options until we found the best solution for my needs. If you're planning insurance for your family or your company, I highly recommend reaching out to Helen. She’ll answer your questions and help you set up a tax efficient protection plan tailored just for you.
  
 
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   Jerry Kroll 
 
 
 
 Trustindex verifies that the original source of the review is Google. Helen is reliable, efficient, and highly knowledgeable. She has access to a wide range of insurance carriers and finds the best solutions, saving me both time and money. Beyond insurance, she is incredibly resourceful and always adds value to me and my companies. Highly recommended.....