About Us

OUR MISSION

To help entrepreneurs with ambitious goals by improving financial management and managing risk. Our clients have greater peace of mind and confidence while building long-term wealth.

OUR VALUES

Integrity

We believe informed clients make better decisions. We take the time to educate and empower our clients with clear, honest advice, helping them understand their options and make confident financial decisions without pressure, sales tactics, or unnecessary complexity.

Independence

As an independent, advisor-owned firm, we put our clients’ interests first. Through trusted relationships with Canada’s leading insurance providers and financial institutions, we deliver objective, customized solutions tailored to each client’s unique goals and circumstances.

Results-Driven

We take an integrated approach to financial planning, bringing together tax, accounting, insurance, and wealth strategies to help clients reduce risk, optimize their financial position, and build lasting wealth. Our success is measured by the meaningful outcomes and long-term value we create.

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

Outside of work, Helen enjoys travelling and playing chess with her “chessmaster” son, and volunteering together in the community. The company’s name represents “sunshine” or positive energies to others. In Chinese, “An安” means to live, work in peace and contentment. “Sun顺” means integrity and running a business smoothly. These values are deeply rooted in our business and drive us to create the financial peace of mind for our clients both in their business and personal lives.