CEO & Co-Founder, WealthBar
Tea oversees the strategic direction of the Vancouver-based robo-advisor, WealthBar.
Through WealthBar, Tea was able to realize her vision by democratizing wealth management
when she and her co-founder pioneered Canada’s very first robo-advisory in 2014.
A graduate of Queens University, Tea started her financial career working for elite wealth management firm Nicola Wealth, before moving to an advisor coaching role at Sunlife Financial.
Today, Tea is considered to be a thought leader by major media outlets for her expertise in the fintech space. She has also received numerous accolades some of which include: Business in BC’s Most Influential Women, Business in Vancouver’s Top 40 under 40, and a Start-Up Canada finalist. Tea also sits at the Government of Canada’s Digital Industries Table alongside a small group of hand-selected digital leaders to develop policy recommendations in support of Canada’s technology developers, service providers, and content creators.