Lynn

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.

Halley

Grace Lee, QAFP, CLU, and CEA

Lead, Operations & Business Development

Grace leads the client service and operational functions at Achieve Wealth Management, helping ensure the firm’s day-to-day activities across teams run smoothly and efficiently. She works closely with the principals and founders on business development initiatives and the firm’s ongoing growth. Grace is passionate about strengthening internal processes, coordinating workflows across the team, and maintaining the high standard of service clients expect.

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.

Halley

Vichethwilliya (Lily) Hang

Financial Planning Associate

Lily is a Financial Planning Associate at Achieve Wealth Management, where she supports advisors and clients in the development of comprehensive financial plans. She brings a thoughtful and analytical perspective to the planning process, helping translate financial information into meaningful insights that support well-informed decisions and long-term financial strategies.

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.

Halley

Behnaz Tighsazzadeh

Executive Assistant & Client Relations Coordinator

Behnaz serves as Executive Assistant and Client Relations Coordinator at Achieve Wealth Management, supporting the principals and founders in executive operations and client relationship management. She helps coordinate internal initiatives, client engagement processes, and cross-entity workflows to ensure the firm’s activities remain organized and well aligned.

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.

Our Strategic Partners

By strategically partnering with a network of industry experts around the world, we can leverage a deep well of insight to your advantage.

General & tax accountants

  • DMCL Chartered Professional Accountants
  • Avisar Chartered Professional Accountants

Private banking

  • BMO Private Banking
  • RBC Private Banking
  • RBC International Wealth Team

Corporate & Tax Lawyers

  • MEP Business Counsel
  • James Radelet Tax, Corporate Lawyers
  • Gall Legge Grant Zwack LLP
  • Legacy Tax & Trust Lawyers
  • Stephenson Harwood (Asia)
  • Grandall Law (Asia)

Family Office Services

  • Our Family Office

Book a Consultation

We are taking on select clients. Set up a meeting with the team at Achieve Wealth Management to gauge fit and discuss your goals.

contact us