ADP Financial
ENG/中文
ADP Philosophy
ADP Philosophy
ADP Financial is a fee and commission based financial planning firm. We will provide a detailed analysis of our clients’ overall financial situation, and inform and educate high net worth new immigrant families of the common and complex financial planning issues and challenges they may face in Canada. We firmly believe in always placing our clients’ needs and best interests first and maintaining the highest level of clients’ confidentiality. ADP Financial has been servicing high net worth individuals, corporations, and new immigrant families, mainly from Asia, including Mainland China, Hong Kong, Taiwan, and Singapore for more than 20 years.
History
ADP Financial started its business in the early 1990’s in Toronto, Ontario, and later expanded its service to Vancouver, British Columbia, in the early 2000’s. ADP Financial has been providing the highest quality wealth management and financial planning services to thousands of our clients.
Allen Dai
Allen Dai is a Certified Financial Planner (CFP) and has been providing comprehensive financial planning services for more than 20 years. Allen is a proven and well respected top financial advisor in the industry. He is a life member of the Million Dollar Round Table and a member of ADVOCIS, The Financial Association of Canada. Allen is married and has been living in Canada for more than 20 years, and is fluent in both English and Mandarin. He is an enthusiastic golfer and had the privilege of meeting golf superstars Tiger Woods and Rory Mcllroy. Allen is actively involved in sponsoring and fundraising for community events and campaigns, including local Chinese community events.
Our Leadership Team
ADP Financial provides the highest level of client service with a team of dedicated, service oriented and professional support staff. ADP Financial also works closely with senior legal and accounting professionals.