• Phone: 604.419.0455
  • Address: Suite 213 4250 Kingsway Burnaby, BC V5H 1Z5
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SMG Advisors: We use our knowledge of investments, tax laws, and insurance to recommend the most suitable financial option to individuals in accordance with their short term and long term goals. Some of the issues that our advisors address are retirement and estate planning, funding for college, and general investment options. While most of our advisors offer advice on a wide range of topics, some specialize in areas such as retirement and estate planning or risk management.

SMG Advisors’ work begins with a consultation with the client, from whom the advisor obtains information on the client’s finances and financial goals. The advisor then develops a comprehensive financial plan that identifies problem areas, makes recommendations for improvement and selects appropriate investments compatible with the client’s goals, attitude towards risk, and expectation or need for a return on the investment. Our advisors usually meet with established clients at least once a year to update them on potential investments and to determine whether the client has been through any life changes (such as marriage, disability and/or retirement) that might affect their financial goals.

Jung (JJ) Moon

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Jung (JJ) Moon holds various leadership roles within the SMG entities, including President of SMG Asset Canada, director of Altentech® Power Inc., and the CEO of GeoEnvirotec. JJ founded the financial services arm of SMG in 2003 and the company has since then evolved to include strategic investments in the biomass energy and environmental cleaning industries. JJ has extensive experience in financial management and venture project management. JJ is also a past President of the Korean Society of BC and a past Chairperson of the Federation of Korean-Canadian Associations.

 

Claire Hae Jin Kim

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Chief Operating Officer

 

Hee Dong Hong

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Hee Dong Hong is a VP of SMG Advisors and a senior manager with SMG Securities. Hee Dong has over 15 years of experience in the financial services and investments sector. Hee Dong is a general partner of several biomass business ventures overseeing investments and project development in the sector.

 

Simon Xu

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Simon Xu is a VP of SMG Advisors and a senior manager with SMG Securities. Simon has over 15 years of experience in the financial services and investments sector. Simon is a general partner of several biomass business ventures overseeing investments and project development in the sector. Simon is a Certified Financial Planner and has a Master’s degree in Economics from Simon Fraser University.

 

Mike Hsu

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Mike Hsu is a VP of SMG Advisors and the President of SMG Securities. Mike has over 15 years of experience in the financial services and investments sector. Mike is an officer of the general partner of several biomass business ventures overseeing investments and project development in the sector. Mike is a Certified Financial Planner with a Bachelor’s degree in Business Administration with a specialization in Finance from Simon Fraser University.

 

Doohoe (Brian) Lee

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Brian Lee is a Branch Manager of SMG Advisors and a senior manager with SMG Securities. Brian has over 8 years of experience in the financial services and investments sector. Brian holds a Bachelor’s degree in Business Administration with a specialization in Finance from Simon Fraser University.

 

Albert Wang


Albert Wang is one of the best Sales and Training Manager of SMG Advisors. He entered into the financial services and investments sector over 5 years ago. With his experience and dedication, he delivers exceptional results to clients in accomplishing their financial goals. Albert is a member of MDRT and holds a Bachelor’s degree in Business Administration from Simon Fraser University.

 

David Nam

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David Nam is a Manager at SMG Securities and SMG Advisors. David joined SMG Advisors in 2006 and was registered as a Dealing Representative with the National Registration Database in 2013 when he began working with SMG Securities. David is a Certified Financial Planner and has a Bachelor’s degree with a concentration in Financial Services from Douglas College.

 

Lu Ying Wang-Ho


Sales and Training Manager

 

Interested in a Career at SMG Advisors?