executive team
W. Sun | Founder
With over 10 years of experience in investment and financial management, he founded Lefroy Capital to better service private clients in and out of financial services. He is also on board a leading Canadian financial services company as a regional director.
E. Tang | Finance
Leading our financial direction and activities, he manages the operational side of financials and also partner with leading financial terms and gain access to financial insights for our client portfolios.
t. Kim | managing director
With a background in investment banking and asset management, his career AUM has exceeded 200 million USD. Before joining Lefroy Capital, he worked in senior management for JP Morgan, then for a top 3 Canadian Asset Management company.
R. BI | legacy accounts
Leading our Legacy Account practice, she ensures the delivery of high quality services to our legacy clients, managing consulting teams and account managers, as well as work directly with our high profile clients.
O. Huang | partner
As an expert in legacy preservation and investment planning, she has won the praise of every single one of her clients. With a solid financial background and years of experience working in consulting, she became a partner at Lefroy Capital early this year.
A. Wang | special services
Leading our Special Services practice, she caters to the individual needs of clients via off-menu services. Her team builds new offering packages based on client needs and match it with our available resources.
Contact us.
We understand that our leadership directly represent who we are, that is why we remain transparent and reachable to you. If you would like to speak directly to our leadership team about your legacy, we would be delighted to arrange that.
Please contact us here and someone from our client services team will reach out to you to arrange your meeting.