About

I help high-net-worth Canadians, entrepreneurs, high-income earners, and ambitious investors grow, protect, and manage their wealth through smart investment and tax planning that fits their lifestyle. Welcome! I’m Michelle Hung, CFA, CFP. Your no-nonsense guide to building wealth that actually works for your lifestyle. Here, I cut through the fluff and show you: ➡️ How to invest confidently without losing sleep ➡️ Smart strategies for building, protecting, and growing your wealth ➡️ Step-by-step breakdowns of portfolios, investments, and planning decisions ➡️ Case studies and real examples most advisors never share My goal is to make financial planning clear, actionable, and actually fun — with a touch of sass. Want a second opinion on your portfolio? Book a call for a FREE Portfolio Audit below 👇

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