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Our Story

It all started with Alex and Steph

Who is Alex and Steph?

Our dynamic duo of financial advisors!

Our Dreams Financial’s co-founders!

 

Surrounded by their team of professionals, administration and advisors, they're here to help you navigate the ever-changing world of finance and achieve your financial goals with confidence!

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QUALIFIED AND RANKED
TOP OF THE TABLE

FOR THE THIRD YEAR IN A ROW

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Alexandre Fyon

Co-Founder & Financial Security Advisor

 

Alex possesses over a decade of industry expertise, with a focus on investment strategies and wealth management. Renowned for his astute market insights and commitment to tailored financial guidance, he's esteemed as a trusted advisor for both individuals and corporations.

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Stephanie Woo

Co-Founder & Financial Security Advisor

 

Steph brings an unique perspective to the table. While her expertise lies beyond traditional finance realms, she grasps the essence of finances as more than just numbers and figures. Understanding the psychological aspects, she recognizes finance as a mindset game rather than a purely black-and-white endeavor.

Together, Alex and Steph form a powerhouse team that delivers comprehensive financial guidance tailored to your unique needs. They understand that financial planning can be overwhelming, but they're here to simplify it for you and ensure you make informed decisions.

Our Team

Our team is the very foundation upon which our success is built. We recognize that without their dedication, expertise, and unwavering commitment, we would be nothing. They complete us, bringing diverse skills, perspectives, and experiences to the table, ensuring that we can provide exceptional service and tailored solutions to our clients. Our team's passion, professionalism, and collaborative spirit drive us forward, empowering us to achieve greatness together.

Introducing:

Penny, the
FAT PIG

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Our Vision

The core values that define our identity and purpose

Penny, the FAT PIG, represents Flexibility, Accountability, Team Player, Passion, Integrity, and Growth. These values are the foundation upon which we build trust and deliver excellence in the realm of life insurance.​​

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Ensuring your Dreams,

Insuring your Life

 

Our promise to safeguard your future while nurturing your aspirations.​

​Our Focus

 

Specializing in life insurance, we are dedicated to providing comprehensive protection that secures your legacy and empowers your loved ones.

Our Purpose

 

When we choose to collaborate with a client, our aim is far-reaching. We strive to create lasting impacts and legacies through magical partnerships. Each interaction is an opportunity to craft a future where financial security meets personal fulfillment.

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With Penny, the FAT PIG, we are not just insurance providers; we are guardians of your dreams, ensuring a future of prosperity and peace of mind.

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“Alex and Steph have been our financial advisors for many years now and we've always been very happy with them. Professional, approachable, quick to respond and very knowledgeable. Their advice on our specific financial situation has helped my family and I grow our wealth and protect us from any potential shortfalls.

Overall, my experience with this team has been amazing and I would recommend them to anyone looking to get serious about their financial future."

Jonathan Lai

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Let's Meet!

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