WHO WE ARE
Wealth isn’t just built — it’s directed. It takes vision to see opportunities where others don’t, the courage to take risks, and the drive to build something that lasts. With that success comes new challenges: greater complexity, higher stakes, and the responsibility of making sure your wealth works for you — today and tomorrow.
At R Global Wealth, we partner with affluent entrepreneurs, professionals, and families to simplify that complexity. Our approach begins with a strong financial foundation — structures that create stability, efficiency, and flexibility. From there, we integrate planning and investment strategies that provide liquidity, clarity, and confidence at every stage of growth.
Our role is simple: to protect what matters, align every part of your financial world, and ensure your wealth fuels the life you’re living now — while preparing you for the future you want to create.
OUR TEAM
Meet the dedicated individuals who drive our vision and commitment to excellence.
Jane Li
President
Jane is the President of R Global Wealth and a licensed life insurance agent with an extensive background in wealth planning and management. Recognized as a top representative for HUB Financial, Jane specializes in building customized strategies that help clients protect, grow, and transfer wealth with confidence.
Kaitlyn Li
Vice - President
As Vice- President of R Global Wealth , Kaitlyn brings years of expertise in wealth planning, investment management, and life insurance solutions. Her focus is on guiding clients with personalized strategies that balance growth, protection, and long-term financial security.
Chen Chen
Senior Account Manager
Oversees high-net-worth client relationships, delivering personalized investment and financial strategies. Coordinates portfolio management, estate and tax planning, and multi-generational wealth preservation. Acts as the primary point of contact, ensuring exceptional service, seamless execution of complex transactions, and alignment of client goals with long-term financial plans.
Crytal Jin
Estate Planning Attorney
Crystal is a Canadian lawyer specializing in wills, estates, and wealth transfer law. With expertise in succession planning and asset protection, Crystal helps individuals and families structure their estates to safeguard wealth and ensure a smooth transfer to future generations.
Julie Zhu
Senior Account Manager
Oversees high-net-worth client relationships, delivering personalized investment and financial strategies. Coordinates portfolio management, estate and tax planning, and multi-generational wealth preservation. Acts as the primary point of contact, ensuring exceptional service, seamless execution of complex transactions, and alignment of client goals with long-term financial plans.
Kalea Zou
Senior Account Manager
Oversees high-net-worth client relationships, delivering personalized investment and financial strategies. Coordinates portfolio management, estate and tax planning, and multi-generational wealth preservation. Acts as the primary point of contact, ensuring exceptional service, seamless execution of complex transactions, and alignment of client goals with long-term financial plans.
Christy Yang
Senior Account Manager
Oversees high-net-worth client relationships, delivering personalized investment and financial strategies. Coordinates portfolio management, estate and tax planning, and multi-generational wealth preservation. Acts as the primary point of contact, ensuring exceptional service, seamless execution of complex transactions, and alignment of client goals with long-term financial plans.