Global financial experience wrapped into one team of experts.

Lynn Zhang, CPA, CFP, TEP

Integrated Financial Planner

For many business owners, Lynn is a Family CFO. Connecting generations and cultures through personal experience with corporate finance, business owner and family financial planning, and estate planning, Lynn is an expert at navigating the complex waters of multi-layered financial needs.

With more than 15 years of financial management and entrepreneurial experience, she has developed a deep understanding of her clients’ desires and goals and a unique perspective that connects financial approaches of business and life. She is an advocate for strategic succession planning and focusing on the “bigger” picture of multi-generational family wealth. Lynn is a Certified Financial Planner in Canada who can serve you in English, Mandarin, and Cantonese.

Duncan Robinson

Generational Financial Specialist

Duncan Robinson is a third-generation specialist who specializes in generational wealth transfer and legacy building. Building on the knowledge of his father and grandfather, he forged an entirely new career path by utilizing modern wealth theory and solutions. He rose to prominence in the insurance industry by serving as the exclusive advisor to a select handful of ultra-high net worth families.

He also is a highly driven triathlete, motivational speaker and industry influencer who has written two books on the importance of planning and believes that life is perfectly imperfect and that’s the perfection of it.

Rory Burke, CFA, MSc.

Senior Investment Consultant

Rory is a Senior Investment Consultant having joined Achieve Wealth Management following a move to Vancouver in 2023. Rory’s background is in asset management and he brings over six years of experience managing private client relationships.

At Achieve Wealth Management, Rory supports both the investment and the planning aspects of the firm. His responsibilities include developing appropriate asset allocations for each client, conducting due diligence on potential investments and portfolio managers, assisting in the implementation of wealth planning strategies, managing portfolios, and conducting regular reviews with clients.

Previously, Rory was an investment consultant at a leading wealth management firm who managed over $3.3 Billion for clients, where he discovered a passion for having meaningful relationships with clients in-regards to their investments and financial planning needs for the long term.

Rory holds the prestigious CFA (Chartered Financial Analyst) designation which is considered the most comprehensive designation in the industry. In addition, Rory completed a degree in Finance followed by a master’s degree in Asset Management in 2017.

Halley Georgas

Investment Advisor

Halley has over 20 years of experience helping clients realize their goals in all stages of life. She is dedicated to providing comprehensive wealth planning advice that will allow her clients to achieve their long-term goals.

Halley’s wealth building philosophy is to critically balance protecting your downside and maximizing your upside potential. What makes Halley different is her tireless effort to remain current with fast paced and evolving financial markets and being first to proactively communicate and simplify these challenges and opportunities for you. You can rely on her commitment to a process that is proven to generate the highest after-tax returns and keep you consistently on plan.

Grace Lee, QAFP, CLU, and CEA

Lead, Operations & Business Development

Grace brings more than eight years of experience in the financial services industry, including several years as a Financial Advisor. She holds the QAFP™, CLU®, and CEA designations, reflecting her expertise in financial planning, insurance strategies, and estate advisory work. Her combined experience in advising and operations helps ensure clients receive thoughtful, well-coordinated financial guidance and service.

Elena Potapova

Investment & Client Service Associate

Originally from Russia, Elena holds a Master’s degree in Languages and a college diploma in International Trade. She began her career as an Administrative Assistant and progressed into executive and advisor support roles through her dedication and strong attention to detail. Outside of work, Elena enjoys spending time outdoors with her daughter, hiking local trails, and horseback riding.

Vichethwilliya (Lily) Hang

Financial Planning Associate

Before entering financial planning, Lily spent four years in public accounting working in statutory audit at BDO and EY, where she developed a strong foundation in professional standards, structure, and analytical work. She holds an MBA specializing in Finance and is currently working toward her QAFP designation. Outside of work, Lily enjoys hiking, running, and creative pursuits.

Behnaz Tighsazzadeh

Executive Assistant & Client Relations Coordinator

Behnaz earned her Master’s degree from the University of Isfahan, where she also worked as a Graduate Research Assistant and developed strong research and analytical skills. She brings experience in financial administration and client support. Outside of work, she enjoys reading, exploring nature, and spending time with friends and family.