Sam Luong is the Managing Director at Desjardins Financial Security Independent Network Markham. He is responsible for overseeing all aspects of the business, from building and maintaining an effective team, to the overall performance of the company. He is a visionary leader who motivates others by sharing his knowledge and his story. Known for his enthusiasm and commitment, he has over 19 years’ experience in the insurance Industry, including over 10 years with Desjardins. His expertise has helped his financial centre win the Excellence Award for New Financial Centre of the Year four years in a row.

Bernard Wong is the Branch Manager at Desjardins Financial Security Independent Network Markham. His primary role is to support and supervise advisors to ensure their compliance to regulatory requirements and the firm’s policies and procedures. He promotes a culture of compliance by requiring that advisors focus on areas such as fair and honest dealings with clients and maintaining a proper business reputation. With over 25 years of experience in the financial services industry, he also helps to mentor newly licensed advisors in the areas of general and product knowledge, advising clients, administration, sales process, and ethics and standards of conducts.

Yi Peng holds a Hons B.A. degree in Economics from the University of Toronto and has over 10 years’ experience in the financial services industry. He has obtained his PFP, FCSI and CLU designations. A true authority on financial planning, Yi is known for his thoroughness and integrity. Over the years, his expertise has helped many clients to meet their financial objectives, often beyond the targets that they set. With his in-depth knowledge of investment and insurance, he can develop the best strategies for preserving your assets and planning your future. He has received numerous awards throughout the years, including the Recruit of the Year and the Masters Circle award.