Shannon Hoo
Couples & Families


I first met James at a school faculty camp back in 2021. He came across as a friendly and approachable person. I later found out that he was juggling both the responsibility of being a student and a financial advisor, and handling one alone is a tough challenge itself. The fact that he is able to pull it off speaks volumes on how capable he is as an individual.
My partner and I have been setting up plans for our futures for a while now. We wanted to achieve better financial outcomes and that was when I decided to approach James.
He goes to extreme lengths to help me and has the best interests at heart for us. I can confidently place my trust in him that he can take care of our affairs fully. May you prosper, along with your clients.